Archer Focus Fund Quote
| AFOCX Fund | USD 23.75 0.18 0.76% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Archer Focus is trading at 23.75 as of the 4th of January 2025; that is 0.76 percent increase since the beginning of the trading day. The fund's open price was 23.57. Archer Focus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of November 2024 and ending today, the 4th of January 2025. Click here to learn more.
The fund is a non-diversified portfolio investing in equity securities, primarily in common stocks of domestic companies and ADRs of foreign companies, that are selected for their long-term growth potential. It may invest in companies of any size. Under normal conditions, the fund will normally hold a core position of 50 common stocks, although the number of securities held by it may occasionally exceed this range. More on Archer Focus
Moving together with Archer Mutual Fund
Archer Mutual Fund Highlights
| Fund Concentration | Archer Funds, Large Blend Funds, Large Value Funds, Large Value, Archer, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Archer Focus [AFOCX] is traded in USA and was established 4th of January 2025. Archer Focus is listed under Archer category by Fama And French industry classification. The fund is listed under Large Value category and is part of Archer family. This fund presently has accumulated 9.17 M in assets under management (AUM) with minimum initial investment of 2.5 K. Archer Focus is currently producing year-to-date (YTD) return of 0.64% with the current yeild of 0.0%, while the total return for the last 3 years was 6.18%.
Check Archer Focus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Archer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Archer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Archer Focus Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Archer Focus Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| DELL | Dell Technologies | Stock | Information Technology | |
| FDX | FedEx | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| HON | Honeywell International | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MA | Mastercard | Stock | Financials |
Archer Focus Risk Profiles
| Mean Deviation | 0.6372 | |||
| Standard Deviation | 1.48 | |||
| Variance | 2.18 | |||
| Risk Adjusted Performance | (0.11) |
Archer Focus Against Markets
Other Information on Investing in Archer Mutual Fund
Archer Focus financial ratios help investors to determine whether Archer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Archer with respect to the benefits of owning Archer Focus security.
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