About ARSKX
Archer Stock Fund is an actively managed mutual fund designed to maximize capital appreciation through investment in a broad range of equity securities. The fund employs a flexible strategy, seeking out the most compelling opportunities across company sizes, sectors, industries, and even geographies, with the ability to allocate up to 30% of assets to foreign issuers, including those in emerging markets. Emphasizing growth, the fund’s portfolio features leading names in technology, healthcare, communication services, and industrials, with a notable concentration in its top holdings such as Meta Platforms, NVIDIA, Microsoft, and Alphabet. The fund is categorized within the large blend segment but adopts a large growth investment style. Its approach allows for dynamic allocation, aiming to outperform broader market benchmarks like the Dow Jones Moderate Index while maintaining lower volatility. With a relatively high expense ratio and a low annual portfolio turnover, Archer Stock Fund appeals to investors seeking active management and diversified equity exposure without constraints on market capitalization or sector.
Fund Family Archer
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol ARSKX
Index S&P 500 TR
ARSKX had a total return of 19.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.90%.
