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Morningstar

Archer Balanced ARCHX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis ARCHX

Will ARCHX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARCHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ARCHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ARCHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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