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Archer Balanced (ARCHX)

11.23 Up 0.02(0.18%) Aug 29
Prev Close:11.23
YTD Return*:5.92%
Net Assets*:19.52M
Yield*:2.32%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for ARCHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS3.218.03
DIS3.0211.75
FDX2.962.32
BA2.78-10.73
GOOGL2.642.26

Fund Basics

Morningstar Overall Rating:
Total Assets:19.52M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:5.92%
5y Avg Return:9.00%
Rank in Category (ytd):7
% Rank in Category (ytd):0.8%
Beta (3y):0.96
Morningstar Risk Rating:2

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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