ARDGX Mutual Fund

ARDGX Mutual Fund (Archer Dividend Growth Fund) is managed by The Archer Funds with $35.3M in net assets. ARDGX expense ratio is 0.99%, holding 49 positions across sectors including Financials, Health Care, Utilities. Inception date: 2016-09-01.

ARDGX performance shows a YTD return of 18.19%. The 1-year return is 27.53% and the 5-year return is 10.91%. ARDGX dividend yield stands at 2.21%, paid monthly.

ARDGX top holdings include Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (4.7%), Broadcom Inc (3.7%), Ford Motor Co (3.4%), Gilead Sciences (3.0%), Jpmorgan Chase (3.0%). Go to all ARDGX holdings, ARDGX sectors, or ARDGX dividends.

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