ARCHX Mutual Fund

ARCHX Mutual Fund (Archer Balanced Fund) is managed by The Archer Funds with $62.0M in net assets. ARCHX expense ratio is 1.21%, holding 96 positions across sectors including Industrials, Information Technology, Health Care. 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 Broadcom Inc (5.7%), Alphabet Inc,class A (5.4%), Quanta Services Inc (5.3%), Meta Platforms Inc (3.9%), Microsoft Corp (3.7%). 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.