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    Archer Balanced (ARCHX)

    11.99 Up 0.04(0.33%) Mar 2
    Prev Close:11.95
    YTD Return*:-0.60%
    Net Assets*:23.65M
    Yield*:1.65%

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS3.243.27
    FDX3.16-1.39
    AAPL2.967.47
    DIS2.87-2.40
    CELG2.726.00

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:23.65M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:-0.60%
    5y Avg Return:8.94%
    Rank in Category (ytd):35
    % Rank in Category (ytd):3.83%
    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
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