• FirefoxUpgrade to the new Firefox »
  •  Dow Down 1.45% Nasdaq Down 1.03%

    Archer Balanced (ARCHX)

    11.56 Down 0.13(1.11%) Jan 30
    Prev Close:11.69
    YTD Return*:14.33%
    Net Assets*:23.04M
    Yield*:1.64%

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS3.06-1.26
    DIS3.03-0.47
    HCA2.930.79
    FDX2.85-0.70
    AAPL2.77-0.95

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:23.04M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:14.33%
    5y Avg Return:8.56%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.12%
    Beta (3y):0.98
    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