ARCHX : Archer Balanced Fund

ARCHX is a Allocation Market All-In-One with HIGH fees.

ARCHX

Archer Balanced Fund

FI Score

18 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

18% FI Score
  • archx
  • Mutual Fund
  • Allocation
  • All-In-One

Archer Balanced Fund

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
2.91% Mastercard Inc A
2.47% NextEra Energy Inc
2.42% The Walt Disney Co
2.12% JPMorgan Chase & Co
2.09% Accenture PLC Class A
2.07% CVS Health Corp
1.98% Facebook Inc A
1.87% Honeywell International Inc
1.85% The Home Depot Inc
1.77% Merck & Co Inc
1.72% Alphabet Inc A
1.68% Utd Tech
1.66% Walmart Inc
1.66% The Toronto-Dominion Bank
1.64% General Dynamics Corp
1.63% Citigroup Inc
1.62% Apple Inc
1.61% Nike Inc B
1.60% FedEx Corp
1.59% Pfizer Inc
1.54% Microsoft Corp
1.52% iShares Nasdaq Biotechnology ETF
1.50% Duke Realty Corp
1.50% Invesco Variable Rate Preferred ETF
1.42% AT&T Inc

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