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    Archer Balanced (ARCHX)

    11.71 Up 0.07(0.60%) Dec 22
    Prev Close:11.64
    YTD Return*:14.18%
    Net Assets*:22.53M
    Yield*:2.73%

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS3.0627.41
    DIS3.0322.34
    HCA2.9344.52
    FDX2.8525.85
    AAPL2.7745.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:22.53M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:14.18%
    5y Avg Return:9.13%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.11%
    Beta (3y):0.99
    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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