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Archer Balanced (ARCHX)

11.34 Up 0.07(0.62%) Oct 31
Prev Close:11.27
YTD Return*:8.69%
Net Assets*:20.71M
Yield*:2.86%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for ARCHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS3.2111.73
DIS3.0214.52
FDX2.9610.38
BA2.78-7.06
GOOGL2.643.34

Fund Basics

Morningstar Overall Rating:
Total Assets:20.71M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:8.69%
5y Avg Return:8.66%
Rank in Category (ytd):1
% Rank in Category (ytd):0.11%
Beta (3y):0.94
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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