Archer Income Fund (ARINX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-0.75% 3 years+2.27%
3 months+1.44% 5 years--
1 year+3.38% Since inception+3.87%
Data through --

Peer Comparisonvs. Long-term bond

Performance 5-yr return--+8.65%
Expense ratio1.88%1.20%
Risk 5 year sharpe ratio--1.20
Net assets$8.7M$803.8M
Average market cap----
Average P/E----
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyArcher
Fund manager & tenureTroy Patton / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


Fixed income76.58%
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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