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Archer Income (ARINX)

18.21 +0.02 (+0.11%)
At close: September 6 at 8:00 PM EDT

Fund Summary

Under normal conditions, at least 50% of the fund's total assets will be invested in U.S. government obligations, mortgage and asset-backed securities, corporate and municipal bonds, collateralized mortgage obligations (CMOs), certificates of deposit linked to an index. It may invest up to 25% of its assets in foreign debt securities denominated in U.S. dollars and foreign currencies.

Archer Income

Indianapolis, IN 46240
9000 Keystone Crossing, Suite 630
(800)238-7701

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Archer
Net Assets 19.62M
YTD Return 4.17%
Yield 3.91%
Morningstar Rating
Inception Date Mar 11, 2011

Fund Operations

Last Dividend 0.45
Last Cap Gain -7.00
Holdings Turnover 16.24%
Average for Category --

Fees & Expenses

Expense ARINX Category Average
Annual Report Expense Ratio (net) 0.98% 0.75%
Prospectus Net Expense Ratio 0.98% --
Prospectus Gross Expense Ratio 1.68% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.74%
Max Deferred Sales Load -- 1.41%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John W. Rosebrough, CFA Mr. Rosebrough joined Archer Investment Corporation in July 2010. Prior to joining Archer Investment Corporation, Mr. Rosebrough managed investment portfolios for high net worth individuals at Biechele Royce Advisors. From 2005-2009 Mr. Rosebrough served as a Portfolio Manager and Investment Analyst for Wallington Asset Management where he was a member of the Investment Committee responsible for the selection of equity and fixed income investments, was the co-manager of firm's fixed income model and served as the firm's Chief Compliance Officer. Mr. Rosebrough was a Senior Fixed Income Specialist with Schwab Capital Markets Fixed Income & Specialized Products Group from 1999-2005 and was a financial advisor with National City Investments from 1995-1999. Mr. Rosebrough graduated from Indiana University in 1995 with a degree in economics and obtained the Chartered Financial Analyst (CFA) designation in 2001.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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