ARCHX

About ARCHX

Archer Balanced Fund is a mutual fund designed to pursue a total return strategy, blending both income and capital appreciation objectives. The fund achieves this by investing in a diversified mix of equity and fixed income securities. Typically, it allocates up to 70% of its assets to equities—primarily large-cap companies but with flexibility to include small- and mid-cap stocks, as well as REITs and convertible securities. At least 25-30% of assets are dedicated to fixed income holdings, which focus on short- to intermediate-term, investment-grade bonds including U.S. government debt, municipal bonds, and select corporate issues, with limited exposure to high-yield (junk) bonds. The fund utilizes an asset allocation approach, which allows it to adapt its balance between stocks and bonds according to market conditions, with the aim of outperforming relevant moderate indices while maintaining lower volatility. It pays dividends quarterly and is suitable for investors seeking a balanced portfolio within a single investment vehicle. Managed by an experienced team since its inception in 2005, the Archer Balanced Fund plays a notable role in providing diversified risk exposure and stable returns over time for investors focused on both income and growth.