ARCHX Mutual Fund

ARCHX Mutual Fund (Archer Balanced Fund) is managed by The Archer Funds with $62.8M in net assets. ARCHX expense ratio is 1.21%, holding 92 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2005-09-20.

ARCHX performance shows a YTD return of 8.59%. The 1-year return is 18.51% and the 5-year return is 8.40%. ARCHX dividend yield stands at 2.85%, paid quarterly.

ARCHX top holdings include Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (5.1%), Alphabet Inc Common Stock USD 0.001 (4.5%), Quanta (4.2%), Broadcom Inc (4.2%), Meta Platforms, Inc. (4.1%). Go to all ARCHX holdings, ARCHX sectors, or ARCHX dividends.

ARCHX can be compared against other funds. Use ARCHX overlap to find shared positions, or ARCHX vs another fund for a side-by-side view. ARCHX alternatives are available via the screener, along with tax-loss harvesting opportunities.