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Nasdaq - Delayed Quote USD

Archer Stock (ARSKX)

59.73
-3.46
(-5.48%)
At close: April 4 at 8:00:05 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Large Blend
Fund Family Archer
Net Assets 22.92M
YTD Return -3.06%
Yield 0.18%
Morningstar Rating
Inception Date Mar 11, 2011

Performance & Risk

YTD Return -11.63%
5y Average Return 14.44%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

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