TANDX::Institutional Shares
| Fund Literature | Download |
|---|---|
| Fact Sheet |  |
| Estimate — 2024 Year-end Capital Gains | |
| Why Dividend Growth Matters | |
| This is How Cash is Supposed to Work | |
| Investment Process | |
| Annual Report | |
| Annual Report N-CSR | Link |
| Semi-Annual Report | |
| Prospectus | |
| SAI | |
| Fund Portfolio Holdings – 3/31/2024 (3Q) | |
| Fund Portfolio Holdings – 9/30/2024 (1Q) | |
| Proxy Voting Record | Link |
| Applications | Download |
|---|---|
| Application | |
| IRA Application | |
| IRA Rollover | |
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.
Distributed by Arbor Court Capital, LLC – Member FINRA / SIPC.