Commentary

TANDX::Institutional Shares

Commentary Download
Q4 2022 Commentary: Looking Backward to Move Forward PDF icon
Market Commentary: November 10, 2022 PDF icon
Q3 2022 Commentary: Focus on the Company, Not the Economy PDF icon
Market Commentary: October 19, 2022 PDF icon
Market Commentary: September 9, 2022 PDF icon
Q2 2022 Commentary: Finding the Discipline to Buy Low and Sell High PDF icon
PM Q&A: Beta, Cash, and Volatile Markets PDF icon
Q1 2022 Commentary: Does a Bumpy Start Portend a Rough Year, or Opportunity? PDF icon
Market Commentary: March 14, 2022 PDF icon
Q4 2021 Commentary: COVID Couldn’t Close this Party PDF icon
2021 Year in Review: January 5, 2022 PDF icon
Q3 2021 Commentary: The Pause that Refreshes? PDF icon
Q2 2021 Commentary: The Market Marches Onward and Upward PDF icon
Market Commentary: June 8, 2021 PDF icon
Market Commentary: May 11, 2021 PDF icon
Q1 2021 Commentary: I’ll Stop the World and Melt (up) with You PDF icon
Market Commentary: March 15, 2021 PDF icon
Market Commentary: February 3, 2021 PDF icon
Q4 2020 Commentary: A Year of Many Records; Some Noteworthy, Some Dubious PDF icon
2020 Year in Review: January 5, 2021 PDF icon
Market Commentary: December 3, 2020 PDF icon
Q3 2020 Commentary: Price/Stimulus is in the Driver’s Seat Now PDF icon
Market Commentary: September 8, 2020 PDF icon
Q2 2020 Commentary: The Fox and the Hedgehog PDF icon
Market Commentary: July 15, 2020 PDF icon
Market Commentary: June 15, 2020 PDF icon
Market Commentary: May 6, 2020 PDF icon
Q1 2020 Commentary: The Bull is Dead. Long Live the New Bull! PDF icon
Castle Tandem Fund (TANDX)
Volatility Vs. S&P 500
Market Commentary: March 19, 2020 PDF icon
Q4 2019 Commentary: The Importance of Staying Invested PDF icon
Market Commentary:  Markets, Valuations and Tandem — January 6, 2020 PDF icon
Q3 2019 Commentary: Risicare PDF icon
Market Commentary: The Path to Negative Yields— September 12, 2019 PDF icon
Market Commentary— August 23, 2019 PDF icon
Q2 2019 Commentary:  A Friendly Fed Drives Prices to More Record Highs PDF icon
PM Q&A:  Valuations, Sectors and Trade Wars – July 8, 2019 PDF icon
Market Commentary— June 3, 2019 PDF icon
Market Commentary— May 3, 2019 PDF icon
Q1 2019 Commentary PDF icon

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Three Reasons Why Dividend Growth Matters

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.

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