Archer Balanced FundARCHX
Type
Mutual fund
Peer group
Allocation
Net assets
$59.8M
Expense ratio
1.21%
1-year return
+19.9%
3 years, a year
+15.6%
5 years, a year
+10.0%
Holdings
92
What it aims to do.
The Archer Balanced Fund (the Fund) seeks total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Federated Hermes Money Market Obligations Trust | 5.12% |
| GOOGL Alphabet, Inc. | 4.48% |
| PWR Quanta Services, Inc. | 4.24% |
| AVGO Broadcom, Inc. | 4.17% |
| META Meta Platforms, Inc. | 4.09% |
| HII HUNTINGTON INGALLS INDustries, Inc. | 3.87% |
| MSFT Microsoft Corp. | 3.31% |
| JPM JPMorgan Chase & Co. | 2.86% |
| LMT Lockheed Martin Corp. | 2.81% |
| NEE NextEra Energy, Inc. | 2.81% |
More on ARCHX.
- ARCHX overview
- ARCHX holdings
- ARCHX risk
- ARCHX costs
- ARCHX money in and out
- ARCHX share classes
- Compare ARCHX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.