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    Archer Balanced (ARCHX)

    10.68 Up 0.13(1.23%) Feb 12
    Prev Close:10.55
    YTD Return*:-2.23%
    Net Assets*:25.82M
    Yield*:1.43%

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    JPM3.09N/A
    DIS2.94N/A
    SBUX2.46N/A
    FDX2.35N/A
    HD2.33N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:25.82M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.20%

    Performance & Risk

    YTD Return:-2.23%
    5y Avg Return:6.34%
    Rank in Category (ytd):10
    % Rank in Category (ytd):1.01%
    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
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