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ARCHX
Mutual Fund ticker: NASDAQ
AS OF
Apr 1 closing price
Price
$17.20
Change
+$0.01 (+0.06%)
Net Assets
50.67M

ARCHX Archer Balanced Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Merck & Co (NYSE:MRK), Lockheed Martin Corp (NYSE:LMT).

Industry description

The investment seeks total return. The fund seeks to achieve its objective of total return, by investing in a diversified portfolio of equity and fixed income securities. Total return is composed of both income and capital appreciation. As a Balanced Fund, under normal circumstances, the fund will invest up to 70%, but not less than 25% of its total assets in equity securities. Further, under normal circumstances, it will invest at least 30%, but not less than 25% of its total assets in fixed income securities, cash and cash equivalents.

Market Cap

The average market capitalization across the Archer Balanced MF is 998.69B. The market cap for tickers in the group ranges from 38.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PWR at 38.22B.

Volume

The average weekly volume growth across all stocks in the Archer Balanced MF was 35%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 125%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 58
P/E Growth Rating: 49
Price Growth Rating: 57
SMR Rating: 27
Profit Risk Rating: 21
Seasonality Score: -18 (-100 ... +100)
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A.I. Advisor
published General Information

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
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ARCHX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ARCHX has been closely correlated with CLBCX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if ARCHX jumps, then CLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ARCHX
1D Price
Change %
ARCHX100%
N/A
CLBCX - ARCHX
92%
Closely correlated
+0.35%
RLBAX - ARCHX
92%
Closely correlated
+0.36%
CLBFX - ARCHX
92%
Closely correlated
+0.35%
BALCX - ARCHX
92%
Closely correlated
+0.36%
CLBAX - ARCHX
92%
Closely correlated
+0.35%
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