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 © 2020, Archer Funds, All rights reserved.

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

Archer Multi Cap Fund

The Archer Multi Cap Fund seeks capital appreciation through a blended active and passive investment approach and offers investors a diversified US equity portfolio in a single fund.  Under normal circumstances, the Fund will hold up to 75 equity positions split between small-, mid-, and large-cap, US companies.

 

The Fund aims to outperform the S&P 500 over time.

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Investment Strategy

The Archer Multi Cap Fund seeks long-term growth of capital by investing in up to 75 equity positions split evenly between the top 25 small, medium, and large publicly traded, US companies at the beginning of each calendar year based on market capitalization. Position sizes are adjusted throughout the year driven by our proprietary quantitative and technical models and rebalanced annually.

Characteristics

  • Diversified portfolio on small-, mid-, and large-cap US equities.

  • Rebalanced annually to include the top 25 companies, based on market capitalization, of each index.

  • Quantitative and technical model to execute buy discipline throughout the year.

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

Documents

Fact Sheet

Summary Prospectus

Prospectus Supplement

Managed index investing