Archer Dividend Growth Fund

11711 North College Avenue #200,
Carmel , IN, 46032

Rank

Rank Universe

Summary

The fund seeks primarily income and secondarily capital appreciation in the long term by investing in mega-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in dividend-paying equity securities, consist More

Link

Directors

Nov 13, 2023
  • David Miller
  • Donald G. Orzeske
  • Troy Patton

Chief Compliance Officer

  • Brandon Pokersnik

Fund Manager(s)

Price

  • $ 27.67 ( +0.25 )
    Mar 17, 2025
    Last Close
  • Net Assets
  • $20.6M
    Apr 5, 2024
  • Holding
  • 40
    Jul 23, 2024
    More

  • 52-Week High/Low
  • $27.99 - $24.18
  • Turnover
  • 37%
  • Expense Ratio
  • 1.65%

Company Name

Holding

Broadcom, Inc. 3.98 %
Caterpillar, Inc. 3.91 %
Iron Mountain, Inc. 3.84 %
Merck & Co., Inc. 3.83 %
AbbVie, Inc. 3.52 %
JPMorgan Chase & Co. 3.52 %
Coca-Cola FEMSA, S.A.B. de C.V. 3.5 %
Manulife Financial Corp. 3.17 %
Regions Financial Corp. 2.91 %
Lockheed Martin Corp. 2.85 %
More 2.85 %

Documents

Prospectus

Annual Reports

Performance

YTD

-

3 Year

9.58%

5 Year

63.63%

Best

22.8%

2021

Worst

-10.55%

2020

Alpha

ARDGX S&P 500

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