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Castle Investment Management Funds

Castle Investment Management is a company that sells mutual funds with $75M... Castle Investment Management is a company that sells mutual funds with $75M in assets under management. The average expense ratio from all mutual funds is 1.57%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2010. The average manager tenure for all managers at Castle Investment Management is 8.0 years. The company offers investors 2 mutual funds, in terms of the number of individual fund symbols. View more View less

Castle Investment Management is a company that sells mutual funds with $75M in assets under management. The average expense ratio from all mutual funds is 1.57%. 100.00% of all the mutual funds are... Castle Investment Management is a company that sells mutual funds with $75M in assets under management. The average expense ratio from all mutual funds is 1.57%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 2010. The average manager tenure for all managers at Castle Investment Management is 8.0 years. The company offers investors 2 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Castle Focus Fund

MOATX | Fund

$20.42

+1.14%

$41.30 M

0.00%

$0.00

3.51%

9.41%

6.72%

7.62%

1.38%

Castle Tandem Fund

TANDX | Fund

$34.14

+1.25%

$33.92 M

0.22%

$0.07

0.40%

10.51%

-

-

1.20%

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