Archer Stock 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.
Archer Stock Fund ARSKX
- NAV / 1-Day Return $80.96 / −0.11 %
- Fund Size $26.8M
- Adjusted Expense Ratio 1.160%
- Net Expense Ratio 1.200%
- Fee Level: Distribution High
- Share Class Type No Load
- Morningstar Category Large Blend
- Equity Style Box (Funds) Large Blend
- Minimum Initial Investment $2,500
- Investment Status Open
- TTM Yield 0.17%
- Turnover Ratio 30%
Morningstar’s Analysis ARSKX
Will ARSKX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 5.31 | 1M | Communication Services |
MKS Inc | 4.99 | 1M | Technology |
NVIDIA Corp | 4.50 | 1M | Technology |
Apple Inc | 4.24 | 1M | Technology |
Amazon.com Inc | 3.99 | 1M | Consumer Cyclical |
Broadcom Inc | 3.99 | 1M | Technology |
Microsoft Corp | 3.44 | 885,622 | Technology |
Boeing Co | 3.26 | 841,386 | Industrials |
Meta Platforms Inc Class A | 3.20 | 825,426 | Communication Services |
Micron Technology Inc | 3.01 | 776,800 | Technology |
United States