Morningstar

Archer Balanced Fund ARCHX

Morningstar Medalist Rating
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Medalist Rating as of See Archer Investment Hub
  • NAV / 1-Day Return $21.11  /  +0.38 %
  • Fund Size $63.8M
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.17%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis ARCHX

Will ARCHX 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 ARCHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Archer Balanced holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ARCHX

More ARCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.72 3M
Technology

Alphabet Inc Class A

5.37 3M
Communication Services

Quanta Services Inc

5.26 3M
Industrials

Meta Platforms Inc Class A

3.92 2M
Communication Services

Microsoft Corp

3.72 2M
Technology

Cash & Cash Equivalents

3.54 2M
Cash and Equivalents

Apple Inc

3.18 2M
Technology

JPMorgan Chase & Co

2.80 2M
Financial Services

Eli Lilly and Co

2.63 2M
Healthcare

NextEra Energy Inc

2.56 2M
Utilities

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