3 / 5 Stars
1 1 3 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#31 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 32.92 percent over the past year, and 12.49 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.2%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. Under normal market conditions, the fund will invest in a portfolio of common stocks and equity securities which include preferred stock and depository receipts of companies of all sizes. The Advisor employs security selection based on research and analysis of the company's historical data. It will invest up to 30% of its total assets in the securities of foreign issuers, including those in emerging markets, and will invest up to 10% of its total assets in real estate investment trusts ("REITS") or foreign real estate companies.
Fees are Low compared to funds in the same category.
Archer Stock Fund has an expense ratio of 1.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.