Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.08% Nasdaq Down 0.83%
Streaming
Ticker Tape: On

Archer Balanced (ARCHX)

10.56 Up 0.01(0.09%) Apr 23
Get the big picture on all your investments.
Prev Close:10.55
YTD Return*:2.25%
Net Assets*:18.66M
Yield*:2.03%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for ARCHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FDX3.15-6.61
UTX3.144.14
BA3.05-5.53
CVS3.044.18
DIS2.806.77

Fund Basics

Morningstar Overall Rating:
Total Assets:18.66M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:2.25%
5y Avg Return:11.93%
Rank in Category (ytd):23
% Rank in Category (ytd):2.49%
Beta (3y):0.96
Morningstar Risk Rating:2

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