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Archer Mutual Funds List

Here you can find all mutual funds issued by Archer and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
6
Avg. Expense Ratio
1.48%
Avg. 1 Year Return
22.00%
Avg. 5 Year Return
8.88%
Median Risk/Return Score
71 / 100
Archer Mutual Funds List

6 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Archer Focus FundLarge Cap Blend EquitiesDec 31, 20193.29%
10.05%
2.49%
23
Archer Multi Cap FundLarge Cap Blend EquitiesDec 31, 20190.96%
24.45%
5.75%
80
Archer Balanced FundDiversified PortfolioSep 19, 20051.20%
7.58%
8.79%
2.94%
84
Archer Dividend Growth FundLarge Cap Value EquitiesSep 1, 20161.22%
10.23%
2.50%
77
Archer Income FundIntermediate Core-Plus BondMar 11, 20110.98%
0.59%
2.21%
3.58%
55
Archer Stock FundLarge Cap Blend EquitiesMar 11, 20111.23%
10.57%
12.80%
12.15%
65

Rows per page

1–6 of 6

Explore top Archer Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Archer Mutual funds by Risk/Return Score

The top Archer Mutual funds by PortfoliosLab Risk/Return Score are ARCHX (84) and ALSMX (80). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

SymbolNameRisk / Return RankAUMInception
Archer Balanced Fund
84
Sep 2005
Archer Multi Cap Fund
80
Dec 2019
Archer Dividend Growth Fund
77
Sep 2016
Archer Stock Fund
65
Mar 2011
Archer Income Fund
55
Mar 2011

Best-Performing Archer Mutual funds Over 5 Years

The top Archer Mutual funds is ALSMX (13.26%). Across the lineup, Archer Mutual funds show an average 1-year return of 22.00% and an average 5-year return of 8.88%, providing a clearer view of performance across different investment horizons.

SymbolNameReturn 5YAUMInception
Archer Multi Cap Fund
13.26%
Dec 2019
Archer Stock Fund
11.91%
Mar 2011
Archer Focus Fund
9.42%
Dec 2019
Archer Dividend Growth Fund
8.77%
Sep 2016
Archer Balanced Fund
8.56%
Sep 2005

Lowest-Cost Archer Mutual funds

The top Archer Mutual funds is ALSMX (0.96%). With an average expense ratio of 1.48%, Archer Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

SymbolNameExpense RatioAUMInception
Archer Multi Cap Fund0.96%Dec 2019
Archer Income Fund0.98%Mar 2011
Archer Balanced Fund1.20%Sep 2005
Archer Dividend Growth Fund1.22%Sep 2016
Archer Stock Fund1.23%Mar 2011

Highest-Yield Archer Mutual funds

The top Archer Mutual funds is ARSKX (12.15%). Across the lineup, Archer Mutual funds show an average dividend yield of 4.90%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Archer Stock Fund12.15%Mar 2011
Archer Multi Cap Fund5.75%Dec 2019
Archer Income Fund3.58%Mar 2011
Archer Balanced Fund2.94%Sep 2005
Archer Dividend Growth Fund2.50%Sep 2016

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.