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    Archer Stock (ARSKX)

    42.87 Down 0.24(0.56%) Dec 19
    Prev Close:43.11
    YTD Return*:11.18%
    Net Assets*:12.34M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for ARSKX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS2.95131.62
    GILD2.4336.07
    URI2.2539.50
    GMCR2.2083.80
    AAPL2.1845.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:12.34M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:11.18%
    5y Avg Return:N/A
    Rank in Category (ytd):16
    % Rank in Category (ytd):2.13%
    Beta (3y):1.12
    Morningstar Risk Rating:2

    Fund Summary

    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 Advisor 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. View More
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