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 Dow Down 0.19% Nasdaq Up 0.45%

Archer Balanced (ARCHX)

11.01 Down 0.01(0.09%) Jul 30
Prev Close:11.02
YTD Return*:6.89%
Net Assets*:19.32M
Yield*:2.30%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for ARCHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS3.177.01
DIS3.0713.18
GOOGL2.975.45
FDX2.896.23
BA2.80-5.04

Fund Basics

Morningstar Overall Rating:
Total Assets:19.32M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.20%

Performance & Risk

YTD Return:6.89%
5y Avg Return:10.39%
Rank in Category (ytd):12
% Rank in Category (ytd):1.37%
Beta (3y):0.97
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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