Morningstar

Archer Multi Cap Fund ALSMX

Morningstar Medalist Rating
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Medalist Rating as of See Archer Investment Hub
  • NAV / 1-Day Return $18.62  /  −1.06 %
  • Fund Size $22.1M
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.13%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis ALSMX

Will ALSMX outperform in the 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 ALSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALSMX 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 ALSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Archer Multi Cap holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ALSMX

More ALSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
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