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Archer Balanced ARCHX

Quantitative rating as of
NAV / 1-Day Return
15.08  /  0.53 %
Total Assets
43.6 Mil
Adj. Expense Ratio
1.200%
Expense Ratio
1.220%
Distribution Fee Level
High
Share Class Type
No Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.05%
Turnover
6%

Morningstar’s Analysis ARCHX

Will ARCHX outperform in future?

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

Summary

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Archer Balanced's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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