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.
- NAV / 1-Day Return 14.79 / 0.80 %
- Total Assets 44.2 Mil
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Adj. Expense Ratio
- 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.