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Morningstar

Archer Stock ARSKX

Morningstar Medalist Rating
Medalist Rating as of | See Archer Investment Hub
  • NAV / 1-Day Return 68.13  /  +0.06 %
  • Total Assets 22.8 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.07%
  • Turnover 7%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis ARSKX

Will ARSKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARSKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARSKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ARSKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Archer Stock's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARSKX

More ARSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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