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Castle Tandem Institutional TANDX

Quantitative rating as of
NAV / 1-Day Return
33.77  /  0.00
Total Assets
33.6 Mil
Adj. Expense Ratio
Expense Ratio
1.190%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.23%
Turnover
25%

Morningstar’s Analysis TANDX

Will TANDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Castle Tandem Institutional to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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