ARDGX : Archer Dividend Growth Fund

ARDGX is a US Stocks Market Large Value with HIGH fees.

ARDGX

Archer Dividend Growth Fund

FI Score

24 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

24% FI Score
  • ardgx
  • Mutual Fund
  • US Stocks
  • Large Value

Archer Dividend Growth Fund

Expenses: 0.98% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide income and, as a secondary focus, long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its objective to provide income and, as a secondary focus, long-term capital appreciation, by investing at least 80% of its net assets in equity securities of large-capitalization companies, primarily in dividend-paying equity securities, consisting of common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts ("REITs"). It may invest up to 30% of its total assets in foreign securities.

Largest Holdings

Amount Holding
2.47% Entergy Corp
2.32% Arthur J. Gallagher & Co
2.32% AbbVie Inc
2.25% Intel Corp
2.23% Cisco Systems Inc
2.22% W.P. Carey Inc
2.21% Digital Realty Trust Inc
2.17% JM Smucker Co
2.13% Duke Energy Corp
2.11% Merck & Co Inc
2.11% Eaton Corp PLC
2.10% AT&T Inc
2.09% Crown Castle International Corp
2.07% Kinder Morgan Inc Class P
2.07% Dominion Energy Inc
2.06% Kimberly-Clark Corp
2.06% ONEOK Inc
2.05% Verizon Communications Inc
2.04% International Business Machines Corp
2.02% Procter & Gamble Co
2.02% Cracker Barrel Old Country Store Inc
2.00% Lockheed Martin Corp
1.96% Iron Mountain Inc
1.93% American Electric Power Co Inc
1.92% CVS Health Corp

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