AFOCX Mutual Fund

AFOCX Mutual Fund (Archer Focus Fund) is managed by The Archer Funds with $3.7M in net assets. AFOCX expense ratio is 0.98%, holding 50 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2019-12-31.

AFOCX performance shows a YTD return of 11.71%. The 1-year return is 13.36% and the 5-year return is 7.01%. AFOCX dividend yield stands at 2.44%, paid quarterly.

AFOCX top holdings include Microsoft Corp (6.1%), morgan stanley institutional liquidity fund - treasury portfolio (6.1%), Nvidia Corp (5.2%), Apple Inc (5.2%), Alphabet Inc (4.3%). Go to all AFOCX holdings, AFOCX sectors, or AFOCX dividends.

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