The Castle Tandem Fund seeks to achieve long-term capital appreciation by investing in a focused portfolio of securities. Under normal market conditions, the Fund invests primarily in common stocks of large-capitalization companies. The Fund may invest in foreign securities, including American Depositary Receipts (ADRs).
We employ what we believe is a common sense investment philosophy: Companies capable of growing earnings regardless of economic circumstances are more likely to reward patient shareholders.
To perform well over a complete market cycle, companies should demonstrate:
The investment objectives, risks, charges and expenses of Castle mutual funds must be considered carefully before investing. The prospectus for each Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820, or visiting www.castleim.com. Read it carefully before investing.