Archer Dividend Growth Fund Quote

ARDGX Fund  USD 25.54  0.18  0.71%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Archer Dividend is trading at 25.54 as of the 29th of March 2024; that is 0.71 percent increase since the beginning of the trading day. The fund's open price was 25.36. Archer Dividend has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Archer Dividend Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
Under normal market conditions, the fund seeks to achieve its objective to provide income and, as a secondary focus, long-term capital appreciation, by investing at least 80 percent of its net assets in equity securities of large-capitalization companies, primarily in dividend-paying equity securities, consisting of common stocks, preferred stocks and shares of beneficial interest of real estate investment trusts . More on Archer Dividend Growth

Moving together with Archer Mutual Fund

  0.92ARCHX Archer Balanced FundPairCorr
  0.81ARINX Archer Income FundPairCorr
  0.86ARSKX Archer Stock FundPairCorr
  0.98VVIAX Vanguard Value IndexPairCorr
  0.92DOXGX Dodge Cox StockPairCorr
  0.96FFMMX American Funds AmericanPairCorr

Archer Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Archer Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Archer Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationArcher Funds, Large Value Funds, Large Value, Archer, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date30th of December 2022
Fiscal Year EndAugust
Archer Dividend Growth [ARDGX] is traded in USA and was established 29th of March 2024. Archer Dividend is listed under Archer category by Fama And French industry classification. The fund is listed under Large Value category and is part of Archer family. This fund presently has accumulated 19.1 M in assets under management (AUM) with minimum initial investment of 2.5 K. Archer Dividend Growth is currently producing year-to-date (YTD) return of 5.21% with the current yeild of 0.03%, while the total return for the last 3 years was 7.77%.
Check Archer Dividend Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Archer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Archer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Archer Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Archer Dividend Growth Mutual Fund Constituents

KMBKimberly ClarkStockConsumer Staples
CVXChevron CorpStockEnergy
IPInternational PaperStockMaterials
CNPCenterPoint EnergyStockUtilities
TATT IncStockCommunication Services
AJGArthur J GallagherStockFinancials
VTRVentas IncStockReal Estate
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Archer Dividend Target Price Odds Analysis

Based on a normal probability distribution, the odds of Archer Dividend jumping above the current price in 90 days from now is near 1%. The Archer Dividend Growth probability density function shows the probability of Archer Dividend mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Archer Dividend has a beta of 0.9107. This suggests Archer Dividend Growth market returns are sensitive to returns on the market. As the market goes up or down, Archer Dividend is expected to follow. Additionally, archer Dividend Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 25.54HorizonTargetOdds Above 25.54
99.39%90 days
 25.54 
0.59%
Based on a normal probability distribution, the odds of Archer Dividend to move above the current price in 90 days from now is near 1 (This Archer Dividend Growth probability density function shows the probability of Archer Mutual Fund to fall within a particular range of prices over 90 days) .

Archer Dividend Growth Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Archer Dividend market risk premium is the additional return an investor will receive from holding Archer Dividend long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Archer Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Archer Dividend's alpha and beta are two of the key measurements used to evaluate Archer Dividend's performance over the market, the standard measures of volatility play an important role as well.

Archer Dividend Against Markets

Picking the right benchmark for Archer Dividend mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Archer Dividend mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Archer Dividend is critical whether you are bullish or bearish towards Archer Dividend Growth at a given time. Please also check how Archer Dividend's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Archer Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Archer Mutual Fund?

Before investing in Archer Dividend, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Archer Dividend. To buy Archer Dividend fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Archer Dividend. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Archer Dividend fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Archer Dividend Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Archer Dividend Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Archer Dividend Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Archer Dividend Growth?

The danger of trading Archer Dividend Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Archer Dividend is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Archer Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Archer Dividend Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Archer Dividend Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the Archer Dividend Growth information on this page should be used as a complementary analysis to other Archer Dividend's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Archer Mutual Fund analysis

When running Archer Dividend's price analysis, check to measure Archer Dividend's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Archer Dividend is operating at the current time. Most of Archer Dividend's value examination focuses on studying past and present price action to predict the probability of Archer Dividend's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Archer Dividend's price. Additionally, you may evaluate how the addition of Archer Dividend to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Archer Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Archer Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Archer Dividend's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.