• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.29% Nasdaq Down 0.03%

    Archer Balanced (ARCHX)

    12.05 Down 0.03(0.25%) May 22
    Prev Close:12.08
    YTD Return*:2.58%
    Net Assets*:25.18M
    Yield*:1.42%

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CVS3.294.72
    AAPL3.0517.02
    DIS2.8917.88
    FDX2.81-0.65
    CELG2.60-1.75

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:25.18M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:2.58%
    5y Avg Return:8.29%
    Rank in Category (ytd):48
    % Rank in Category (ytd):5.01%
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback