Archer Dividend Growth Fund Quote
| ARDGX Fund | USD 27.89 0.12 0.43% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Archer Dividend is trading at 27.89 as of the 26th of November 2024; that is 0.43 percent increase since the beginning of the trading day. The fund's open price was 27.77. Archer Dividend has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Archer Dividend Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of August 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal market conditions, the fund seeks to achieve its objective to provide income and, as a secondary focus, long-term capital appreciation, by investing at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily in dividend-paying equity securities, consisting of common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts . More on Archer Dividend Growth
Moving together with Archer Mutual Fund
| 0.93 | ARCHX | Archer Balanced | PairCorr |
| 0.69 | ARSKX | Archer Stock | PairCorr |
| 0.85 | AFOCX | Archer Focus | PairCorr |
| 0.71 | ALSMX | Archer Multi Cap | PairCorr |
Moving against Archer Mutual Fund
Archer Mutual Fund Highlights
| Fund Concentration | Archer Funds, Large Value Funds, Large Value, Archer, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Archer Dividend Growth [ARDGX] is traded in USA and was established 26th of November 2024. Archer Dividend is listed under Archer category by Fama And French industry classification. The fund is listed under Large Value category and is part of Archer family. This fund presently has accumulated 19.1 M in assets under management (AUM) with minimum initial investment of 2.5 K. Archer Dividend Growth is currently producing year-to-date (YTD) return of 18.53% with the current yeild of 0.03%, while the total return for the last 3 years was 7.89%.
Check Archer Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Archer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Archer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Archer Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Archer Dividend Growth Mutual Fund Constituents
| PEG | Public Service Enterprise | Stock | Utilities | |
| LMT | Lockheed Martin | Stock | Industrials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| CAT | Caterpillar | Stock | Industrials | |
| CNP | CenterPoint Energy | Stock | Utilities | |
| IRM | Iron Mountain Incorporated | Stock | Real Estate | |
| VLO | Valero Energy | Stock | Energy | |
| IBM | International Business Machines | Stock | Information Technology |
Archer Dividend Growth Risk Profiles
| Mean Deviation | 0.4082 | |||
| Semi Deviation | 0.3516 | |||
| Standard Deviation | 0.5348 | |||
| Variance | 0.286 |
Archer Dividend Against Markets
Other Information on Investing in Archer Mutual Fund
Archer Dividend financial ratios help investors to determine whether Archer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Archer with respect to the benefits of owning Archer Dividend security.
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