Archer Stock
9000 Keystone CrossingSuite 630Indianapolis, IN 46240
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Phone: 800-494-2755
| Category: | Mid-Cap Growth | | Fund Family: | Archer | | Net Assets: | 5.85M | | Year-to-Date Return: | 4.20% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | Mar 8, 2011 |
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Troy C. Patton
Lead Manager since Mar 8, 2011 | | | Mr. Patton is the Managing Director and founder of the advisor. Prior to founding the advisor, Mr. Patton was the founder and president of Frontier Financial Holdings, Inc., an integrated financial services company offering investment services and managed portfolios, lending services, business consulting services, and traditional CPA services through Frontier CPA Group, LLP. Frontier, which Mr. Patton founded in 1996. Mr. Patton served as the Director of Financial Services of Fiducial Investment Advisors and Fiducial Lending Corporation until 2005. Prior to founding Frontier, Mr. Patton served as the chief financial officer and treasurer of Correlated Products, Inc. from 1995 to 1996, and as a senior auditor at Ernst & Young from 1992 to 1995. Mr. Patton graduated from Miami University of Ohio in 1992 with a degree in accountancy. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 2,500 | | Min Initial Investment, AIP: | 250 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 100 |
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| The investment seeks capital appreciation.
Under normal market conditions, the fund will invest in a portfolio of common stocks and equity securities which include preferred stock and depository receipts of companies of all sizes. The Adviser employs security selection based on research and analysis of the company's historical data. It will invest up to 30% of its total assets in the securities of foreign issuers, including those in emerging markets, and will invest up to 10% of its total assets in real estate investment trusts ("REITS") or foreign real estate companies. |
| Last Dividend
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| N/A | | Last Cap Gain
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| N/A | | Annual Holdings Turnover
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| 399.91% | | Average for Category: | 71.72% |
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| Expense | ARSKX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.45% | 1.35% | | Prospectus Net Expense Ratio: | 1.45% | N/A | | Prospectus Gross Expense Ratio: | 2.78% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| N/A | 2.44% | | 3 Yr Expense Projection*: | 459 | 569 | | 5 Yr Expense Projection*: | N/A | 907 | | 10 Yr Expense Projection*: | N/A | 1,845 |
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0.41(1.20%) May 17