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    Archer Balanced (ARCHX)

    11.41 Up 0.01(0.09%) Aug 28
    Prev Close:11.40
    YTD Return*:3.21%
    Net Assets*:27.27M
    Yield*:1.45%

    * As of 31-Jul-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS3.18N/A
    DIS3.00N/A
    HCA2.76N/A
    FDX2.69N/A
    AET2.29N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:27.27M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:3.21%
    5y Avg Return:9.50%
    Rank in Category (ytd):15
    % Rank in Category (ytd):1.6%
    Beta (3y):0.95
    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
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