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ARCHX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Archer Balanced (ARCHX) Ownership - Who owns Archer Balanced?

The investment seeks total return... Show more

Profile

Category
Moderate Allocation
Address
Archer Investment Series Trust9000 Keystone Crossing, Suite 630Indianapolis
Phone
(800)238-7701
Web
www.thearcherfunds.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.21
Min. Initial Investment
2500.00
Fund Existence
over 19 years
Turnover
11.69
Front Load
N/A
Net Assets
50665004.00
Manager Tenure
N/A

Fundamentals

ARCHX
Net Assets
50.7M
Fund Existence
over 19 years
Turnover
11.69
Total Expense Ratio
1.21
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.31
Assets in Top Ten Holdings
12.4M
Average Credit Quality
N/A
Average Effective Duration
2.20
Average Effective Maturity
5.09
Fund of Funds
No
Fund Share Class Net Assets
50.7M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.50
Modified Duration
3.22
No Load Fund
Yes
Number of Long Holdings
89.00
Number of Net Holdings
89.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
33.17%
Gain YTD
-2.233
Annual Yield % from dividends
1.32
Returns for 1 year
0.04
Returns for 3 years
9.55
Returns for 5 years
59.90
Returns for 10 years
65.34
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Archer Investment Series Trust9000 Keystone Crossing, Suite 630Indianapolis
Phone
(800)238-7701
Web
www.thearcherfunds.com