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Archer

Archer Parent Rating

Below Average

Archer fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Archer open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the second most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. Archer management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating. A sign of strength at Archer is its longest-tenured management, which boasts an average asset-weighted tenure of 13 years at the firm. This accumulation of experience builds confidence that the group can navigate a variety of market environments adeptly.

Archer Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

129.66 Mil

Investment Flows (TTM)

−2.56 Mil

Asset Growth Rate (TTM)

−2.20%

# of Share Classes

6
Morningstar Rating # of Share Classes
1
1
1
2
1
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Archer Income8
Archer Multi Cap
Archer Balanced47
Archer Stock61
Archer Focus

Morningstar Mentions

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