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Archer Balanced (ARCHX) Fund Ranking and Research

Ranking, Research and Recommendation of Archer Balanced (ARCHX) Fund

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Graph of Archer Balanced Fund (ARCHX) ManagerFund Manager - John Rosebrough

Fund Manager Information

Fund Manager Tenure: 9.7 years
Fund Family: Archer
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
John W. Rosebrough, CFA Mr. Rosebrough joined Archer Investment Corporation in July 2010. Prior to joining Archer Investment Corporation, Mr. Rosebrough managed investment portfolios for high net worth individuals at Biechele Royce Advisors. From 2005-2009 Mr. Rosebrough served as a Portfolio Manager and Investment Analyst for Wallington Asset Management where he was a member of the Investment Committee responsible for the selection of equity and fixed income investments, was the co-manager of firm's fixed income model and served as the firm's Chief Compliance Officer. Mr. Rosebrough was a Senior Fixed Income Specialist with Schwab Capital Markets Fixed Income & Specialized Products Group from 1999-2005 and was a financial advisor with National City Investments from 1995-1999. Mr. Rosebrough graduated from Indiana University in 1995 with a degree in economics and obtained the Chartered Financial Analyst (CFA) designation in 2001.  Get more insights on John Rosebrough

 

Graph of Archer Balanced Fund (ARCHX) ProfileArcher Balanced Fund (ARCHX) Profile

Fund Profile and Description

Archer Balanced Fund seeks total return. Archer Balanced Fund normally invest up to 70%, but not less than 25% of assets in equity securities primarily of large capitalization companies (i.e., companies with market capitalizations over $10 billion), but may also invest in small- and mid-capitalization companies if such investments provide opportunities for greater returns. It also invests at least 30%, but not less than 25% of assets in fixed-income securities, with maturities of five years or less.

 

Archer Balanced (ARCHX) Fund Strength What we like about Archer Balanced (ARCHX) Fund

Data for Archer Balanced Fund (ARCHX) as of May 30, 2016

  • Archer Balanced Fund (ARCHX) management has been with Archer Balanced Fund for 9.7 years
  • Archer Balanced Fund (ARCHX) has good short-term performance (1-year return -2.58% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Archer Balanced Fund (ARCHX) has good mid-term performance (3-year return 8.17% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Archer Balanced Fund (ARCHX) has good Long-term performance (5-year return 6.71% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Archer Balanced Fund (ARCHX) has a Morningstar rating of 4 and above
  • Asset base in Archer Balanced Fund (ARCHX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Archer Balanced Fund (ARCHX) has an annual stock turnover rate of 31.82% vs Allocation--70% to 85% Equity average of 57.05%. It is good that Archer Balanced management does not trade extensively for its return.
  • Archer Balanced Fund (ARCHX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.42, lower than category average of 9.46
  • Archer Balanced Fund (ARCHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Archer Balanced Fund (ARCHX) Weakness What we are cautious about Archer Balanced (ARCHX) Fund

Data for Archer Balanced Fund (ARCHX) as of May 30, 2016

  • Archer Balanced Fund (ARCHX) ratio of up-years vs down years can be improved
  • Archer Balanced Fund (ARCHX) has a higher expense ratio of 1.20% than its Allocation--70% to 85% Equity average of 0.89%
See Archer Balanced Fund (ARCHX) performance details as of May 30, 2016

 

What do you think?

 

Compare Archer Balanced Fund (ARCHX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Archer Balanced3.04-2.588.176.71
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Archer Balanced Fund (ARCHX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Archer Balanced Fund (ARCHX) Net Asset TrackingArcher Balanced (ARCHX) Fund Net Asset

Track net asset change of Archer Balanced fund (ARCHX)

DateNet Asset
05/2016$28.06M
03/2016$26.89M
02/2016$25.83M
More historic net asset information on Archer Balanced Fund (ARCHX)

  

Graph of Archer Balanced Fund (ARCHX) Portfolio TrackingArcher Balanced (ARCHX) Fund Portfolio Allocation

Track portfolio allocation change of Archer Balanced fund (ARCHX)

DateCashStockBondOther
02/20164.95%66.55%26.77%1.19%
11/20153.9%67.79%26.49%1.3%
08/201510.77%62.69%24.42%1.44%
Click here to see more historic asset allocation information on Archer Balanced Fund (ARCHX)

 

graph of Archer Balanced Fund (ARCHX) Top 10 Position TrackingTop 10 Holdings in Archer Balanced (ARCHX) Fund

Discover what Archer Balanced Fund (ARCHX) manager is buying

Feb 28, 2016
Walt Disney Company (The) Commo [3.7%]
Johnson & Johnson Common Stock [2.44%]
Starbucks Corporation [2.43%]
CVS Health Corporation Common S [2.26%]
Kinder Morgan, Inc. Common Stoc [2.17%]
NextEra Energy, Inc. Common Sto [1.97%]
AT&T Inc. [1.96%]
Verizon Communications Inc. Com [1.96%]
Home Depot, Inc. (The) Common S [1.92%]
Apple Inc. [1.91%]

Nov 29, 2015
JP Morgan Chase & Co. Common St [3.09%]
Walt Disney Company (The) Commo [2.94%]
Starbucks Corporation [2.46%]
FedEx Corporation Common Stock [2.35%]
Home Depot, Inc. (The) Common S [2.33%]
Johnson & Johnson Common Stock [2.25%]
Apple Inc. [2.23%]
CVS Health Corporation Common S [2.09%]
Marathon Petroleum Corporation [1.95%]
Dow Chemical Company (The) Comm [1.89%]

Aug 30, 2015
CVS Health Corporation Common S [2.98%]
HCA Holdings, Inc. Common Stock [2.74%]
Walt Disney Company (The) Commo [2.6%]
FedEx Corporation Common Stock [2.19%]
Starbucks Corporation [2.15%]
Apple Inc. [2.09%]
Home Depot, Inc. (The) Common S [1.99%]
Community Health Systems, Inc. [1.8%]
Anthem, Inc. Common Stock [1.8%]
American Airlines Group, Inc. [1.7%]
Click here for Stock Holding Change Map in Archer Balanced Fund (ARCHX)

  

Latest News on Archer Balanced (ARCHX) Fund

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