AFOCX Mutual Fund

AFOCX Mutual Fund (Archer Focus Fund) is managed by The Archer Funds with $3.9M in net assets. AFOCX expense ratio is 0.98%, holding 50 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2019-12-31.

AFOCX performance shows a YTD return of 11.46%. The 1-year return is 13.49% and the 5-year return is 7.12%. AFOCX dividend yield stands at 2.45%, paid quarterly.

AFOCX top holdings include Apple, Inc (5.8%), Nvidia Corp. (5.6%), Microsoft Corp (5.4%), Alphabet Inc Common Stock USD 0.001 (4.8%), Lam Research Corp (4.4%). 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.