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Archer Dividend Growth Fund

 

The Fund seeks to create a return on capital through dividends and distributions by investing in companies that have a history of paying dividends to shareholders. 

The Fund aims to outperform the Morningstar Dividend Yield Focus Index over time through dividends and capital appreciation.

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Investment Strategy

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The Archer Dividend Growth Fund seeks to generate income and long-term growth of capital by investing in dividend paying securities that the managers believe are undervalued and have the potential to provide increasing levels of income. The Fund is focused on finding companies which have sound balance sheets and the ability to protect and increase their dividend payments over time. These types of companies are often large companies, however, opportunities in small and medium sized companies are considered as well.

Characteristics

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  • Fundamental model to discover companies that pay dividends and have the potential to increase payments over time.
     

  • Rigorous, hands on, fundamental research to identify opportunities and manage risk.
     

  • Actively managed to enhance shareholder value by avoiding group think and investing in companies in which we have a deep understanding.

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  • Strict sell discipline for companies which the managers determine the dividend is in jeopardy

Documents

Fact Sheet

Summary Prospectus

Q3 2023 Schedule of Investments

Q1 2023 Schedule of Investments

Documents

Fact Sheet

Summary Prospectus

Q3 2023 Schedule of Investments

Q1 2023 Schedule of Investments

Prospectus

Statement of Additional Information

Annual Tailored Report

Disciplined
income
and growth

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/SIPC.
 
Copyright © 2020, Archer Funds, All rights reserved.

11711 N College Ave, Suite 200,  Carmel, IN 46032                                                                   info@thearcherfunds.com  |   800-581-1780

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