ARCHX Mutual Fund
ARCHX Mutual Fund
Archer Balanced Fund
ARCHX Mutual Fund Overview
ARCHX Mutual Fund (Archer Balanced Fund) is managed by The Archer Funds with $61.0M in net assets. ARCHX expense ratio is 1.21%, holding 92 positions across sectors including Financials, Health Care, Other. Inception date: 2005-09-20.
ARCHX performance shows a YTD return of 6.03%. The 1-year return is 17.11% and the 5-year return is 8.26%. ARCHX dividend yield stands at 2.92%, paid quarterly.
ARCHX top holdings include Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (5.1%), 'alphabet Inc., Class 'a'' (4.5%), Quanta (4.2%), Broadcom Inc (4.2%), Meta Platforms, Inc. (4.1%). View all ARCHX holdings, sector breakdown, or dividend history.
ARCHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ARCHX alternatives are available via the screener, along with tax-loss harvesting opportunities.