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Archer Stock (ARSKX)

59.73
-3.46
(-5.48%)
At close: April 4 at 8:00:05 PM EDT
Loading Chart for ARSKX
  • Previous Close 63.19
  • YTD Return -3.06%
  • Expense Ratio 1.24%
  • Category Large Blend
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 22.92M
  • Beta (5Y Monthly) 0.97
  • Yield 0.18%
  • 5y Average Return --
  • Holdings Turnover 8.56%
  • Last Dividend 0.13
  • Inception Date Mar 11, 2011

Under normal market conditions, the fund will invest at least 80% of its assets in a portfolio of common stocks and equity securities which include preferred stock and depository receipts of companies of all sizes. The Advisor employs security selection based on research and analysis of the company's historical data. It will invest up to 30% of its total assets in the securities of foreign issuers, including those in emerging markets, and will invest up to 10% of its total assets in real estate investment trusts ("REITS") or foreign real estate companies.

Archer

Fund Family

Large Blend

Fund Category

22.92M

Net Assets

2011-03-11

Inception Date

Performance Overview: ARSKX

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Trailing returns as of 4/4/2025. Category is Large Blend.

YTD Return

ARSKX
3.06%
Category
5.31%
 

1-Year Return

ARSKX
2.26%
Category
20.31%
 

3-Year Return

ARSKX
6.11%
Category
6.48%
 

5-Year Return

ARSKX
15.48%
Category
11.78%
 

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Holdings: ARSKX

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Sector Weightings

SectorARSKX
Technology   22.49%
Healthcare   19.01%
Industrials   9.18%
Utilities   4.54%
Energy   2.34%
Real Estate   1.61%

Recent News: ARSKX

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Research Reports: ARSKX

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