You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 800-238-7701 or by downloading it here: Prospectus - Statement of Additional Information  - Form ADV

The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 800-238-7701.

 

The Archer Funds are distributed by Arbor Court Capital, LLC, 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147, Member FINRA.

 

Copyright © 2017, Archer Funds, All rights reserved.

9000 Keystone Crossing, Suite 630,  Indianapolis, IN 46240                                       info@thearcherfunds.com  |   800-581-1780

One fund,
a balanced approach

Archer Balanced Fund

 

The Archer Balanced Fund employs a total return strategy focusing on asset allocation as this method has proven to be an integral part of a portfolio’s return.

 

The Fund aims to outperform the Dow Jones Moderate Index with less volatility by investing in stocks and bonds at various percentages depending upon market conditions.

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Investment Strategy

The Archer Balanced Fund seeks long-term growth of capital and income by employing a total return, asset allocation approach investing in a diversified portfolio of equity and fixed income securities. The Fund typically maintains between 50% and 70% of assets in equity securities and has the ability to hold a significant allocation in cash should market conditions warrant. The Fund’s fixed income allocation primarily targets short- to intermediate-term, investment grade securities.

Distinguished Characteristics

  • The Fund has the ability to use alternative investments to protect a portion of The Fund during market declines.
     

  • Focus on reduced volatility to provide superior risk-adjusted performance relative to the S&P 500.
     

  • Flexible approach typically maintains 50% to 85% equity exposure at any time with the ability to move to cash should market conditions warrant.
     

  • Focus on shareholder value with a no load structure and a capped expense ratio.
     

  • The Archer Balanced Fund has a secondary objective of tax efficiency.
     

  • Advanced trading and portfolio management systems allow the fund to efficiently initiate, monitor and close out positions.
     

  • Disciplined investment in financially sound companies which are selling below our estimate of intrinsic value.

Documents

Fact Sheet

Summary Prospectus