Morningstar

Archer Mutual Funds

View all of Archer’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Archer Mutual Funds List

1 to 6 of 6 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Archer Multi Cap FundALSMXMid-Cap Blend
23.72%60.960%AverageNo Load$2,500
Archer Income FundARINXIntermediate Core-Plus Bond
−0.58%51.000%HighNo Load$2,500
Archer Balanced FundARCHXModerate Allocation
8.77%241.210%HighNo Load$2,500
Archer Stock FundARSKXLarge Blend
17.37%121.160%HighNo Load$2,500
Archer Focus FundAFOCXLarge Value
15.28%480.980%Above AverageNo Load$2,500
Archer Dividend Growth FundARDGXLarge Value
17.13%320.990%Above AverageNo Load$2,500

Archer Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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