Archer Dividend Growth FundARDGX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$30.8M
Expense ratio
0.99%
1-year return
+18.5%
3 years, a year
+13.4%
5 years, a year
+12.7%
Holdings
47
What it aims to do.
The Archer Dividend Growth Fund (the Fund) seeks to provide income and, as a secondary focus, long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Federated Hermes Money Market Obligations Trust | 4.26% |
| GILD Gilead Sciences, Inc. | 3.41% |
| JPM JPMorgan Chase & Co. | 3.07% |
| KMI Kinder Morgan, Inc. | 3.06% |
| MFC Manulife Financial Corp. | 2.96% |
| RF Regions Financial Corp. | 2.85% |
| KOF Coca-Cola FEMSA, S.A.B. de C.V. | 2.83% |
| AEP American Electric Power Co., Inc. | 2.82% |
| JNJ Johnson & Johnson | 2.81% |
| F Ford Motor Co. | 2.74% |
More on ARDGX.
- ARDGX overview
- ARDGX holdings
- ARDGX risk
- ARDGX costs
- ARDGX money in and out
- ARDGX share classes
- Compare ARDGX 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.