Archer Balanced Fund Quote
| ARCHX Fund | USD 17.61 0.09 0.51% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Archer Balanced is trading at 17.61 as of the 4th of January 2025; that is 0.51 percent increase since the beginning of the trading day. The fund's open price was 17.52. Archer Balanced 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 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 percent of its total assets in equity securities. More on Archer Balanced Fund
Moving together with Archer Mutual Fund
Archer Mutual Fund Highlights
| Fund Concentration | Archer Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Archer, Large Value, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Archer Balanced Fund [ARCHX] is traded in USA and was established 4th of January 2025. Archer Balanced is listed under Archer category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Archer family. This fund presently has accumulated 45.2 M in assets under management (AUM) with minimum initial investment of 2.5 K. Archer Balanced is currently producing year-to-date (YTD) return of 13.13% with the current yeild of 0.01%, while the total return for the last 3 years was 4.38%.
Check Archer Balanced 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 Balanced Fund 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 Balanced Fund Mutual Fund Constituents
| TER | Teradyne | Stock | Information Technology | |
| HON | Honeywell International | Stock | Industrials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| NEE | Nextera Energy | Stock | Utilities | |
| MRK | Merck Company | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Archer Balanced Risk Profiles
| Mean Deviation | 0.4021 | |||
| Standard Deviation | 0.6598 | |||
| Variance | 0.4353 | |||
| Risk Adjusted Performance | (0.07) |
Archer Balanced Against Markets
Other Information on Investing in Archer Mutual Fund
Archer Balanced 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 Balanced security.
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