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    Archer Balanced (ARCHX)

    11.90 Down 0.11(0.92%) May 5
    Prev Close:12.01
    YTD Return*:2.41%
    Net Assets*:25.59M
    Yield*:1.42%

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS3.246.54
    FDX3.16-4.16
    AAPL2.9612.99
    DIS2.8711.94
    CELG2.722.42

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:25.59M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:2.41%
    5y Avg Return:8.45%
    Rank in Category (ytd):24
    % Rank in Category (ytd):2.52%
    Beta (3y):1.02
    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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