Archer Income Fund (ARINX)

19.87
Net Asset Value
+0.10%
1 Day
+1.07%
Year-to-Date
Overall Morningstar Rating
Long-term bond
Style or Category
No Load
Sales Expenses
1.88%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks to provide current income while secondarily striving for capital appreciation. Under normal conditions, at least 50% of the fund's total assets will be invested in U.S. government obligations, mortgage and asset-backed securities, corporate and municipal bonds, collateralized mortgage obligations (CMOs), certificates of deposit linked to an index. It will invest up to 25% of its assets in foreign debt securities denominated in U.S. dollars and foreign currencies. The fund will invest up to 10% of its assets in covered call options on the debt securities it owns.

Performance

1 month+0.34% 3 years+2.62%
3 months+0.60% 5 years--
1 year+3.32% Since inception+3.61%
Data through --

Peer Comparisonvs. Long-term bond

 ARINXCategory
Performance 5-yr return--+8.48%
Expense ratio1.88%1.23%
Risk 5 year sharpe ratio--1.23
Net assets$8.8M$765.5M
Average market cap----
Average P/E----
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyArcher
Fund manager & tenureTroy Patton / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

Fixed income76.58%
Cash13.18%
Other8.44%
U.S. stock1.70%
International stock0.10%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.68%
TLT iShares 20+ Year Treasury Bond ETF1.49%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares1.48%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF1.46%
-- 1.38%
-- 1.38%
-- 1.36%
-- 1.34%
-- 1.34%
-- 1.30%

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