Tandem FundTANDX
Type
Mutual fund
Peer group
Alternative
Net assets
$20.5M
Expense ratio
0.66%
1-year return
-9.8%
3 years, a year
+2.7%
5 years, a year
+3.6%
Holdings
37
What it aims to do.
The Tandem Fund (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Goldman Sachs Trust - Goldman Sachs Financial Square Government Fund Institutional Class | 9.05% |
| ICE Intercontinental Exchange, Inc. | 4.30% |
| United States Department Of The Treasury | 4.15% |
| NEE NextEra Energy, Inc. | 4.04% |
| RMD ResMed, Inc. | 3.73% |
| United States Department Of The Treasury | 3.66% |
| United States Department Of The Treasury | 3.66% |
| G Genpact Limited | 3.51% |
| APH Amphenol Corporation | 3.46% |
| MSFT Microsoft Corporation | 3.44% |
More on TANDX.
- TANDX overview
- TANDX holdings
- TANDX risk
- TANDX costs
- TANDX money in and out
- TANDX share classes
- Compare TANDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.