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Archer Balanced ARCHX

Quantitative rating as of
  • NAV / 1-Day Return 14.79  /  0.80 %
  • Total Assets 44.2 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.220%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.19%
  • Turnover 6%

Morningstar’s Analysis ARCHX

Will ARCHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Archer Balanced's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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