Dow Up 2.00% Nasdaq Up 1.66%

Archer Balanced (ARCHX)

10.68 Up 0.13(1.23%) Feb 12
Prev Close:10.55
YTD Return*:-2.23%
Net Assets*:25.82M
Yield*:1.43%

* As of 31-Jan-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
JPM3.09N/A
DIS2.94N/A
SBUX2.46N/A
FDX2.35N/A
HD2.33N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:25.82M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:-2.23%
5y Avg Return:6.34%
Rank in Category (ytd):10
% Rank in Category (ytd):1.01%
Beta (3y):1.00
Morningstar Risk Rating:3

Fund Summary

The investment seeks total return. The fund seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed income securities. Total return is composed of both income and capital appreciation. As a Balanced Fund, under normal circumstances, the fund will invest up to 70%, but not less than 25% of its total assets in equity securities. Further, under normal circumstances, it will invest at least 30%, but not less than 25% of its total assets in fixed income securities, cash and cash equivalents. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback