Company profile
Website
Employees
Location
Former names
Archer Series Trust
SEC CIK
SEC advisor number
801-64607
FINRA CRD number
136403
AUM ?
$370.96 mm
(as of 30 Sep 19)
Accounts
1,200
(as of 30 Sep 19)
Employees
75
(74 investment advisory or research)
Address
Archer Investment Series Trust
11711 N. COLLEGE AVENUE
# 200
CARMEL
IN 46032
11711 N. COLLEGE AVENUE
# 200
CARMEL
IN 46032
Phone
3175811776
Brochures
Latest filings (excl ownership)
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 May 24
N-CEN
Annual report (registered investment company)
13 Nov 23
N-CSR
Certified annual shareholder report (management investment company)
9 Nov 23
N-PX
Annual report of proxy voting record
25 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 May 23
N-CEN
Annual report (registered investment company)
4 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
3 Nov 22
N-PX
Annual report of proxy voting record
17 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 May 22
N-CEN
Annual report (registered investment company)
5 Nov 21
Latest ownership filings
NPORT-P
Archer Income Fund (Feb 2024 report)
10 Apr 24
NPORT-P
Archer Multi Cap Fund (Feb 2024 report)
10 Apr 24
NPORT-P
Archer Focus Fund (Feb 2024 report)
9 Apr 24
NPORT-P
Archer Balanced Fund (Feb 2024 report)
9 Apr 24
NPORT-P
Archer Stock Fund (Feb 2024 report)
9 Apr 24
NPORT-P
Archer Dividend Growth Fund (Feb 2024 report)
5 Apr 24
NPORT-P
Archer Multi Cap Fund (Nov 2023 report)
3 Jan 24
NPORT-P
Archer Balanced Fund (Nov 2023 report)
3 Jan 24
NPORT-P
Archer Income Fund (Nov 2023 report)
3 Jan 24
NPORT-P
Archer Dividend Growth Fund (Nov 2023 report)
3 Jan 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Archer Balanced Fund | ARCHX | 4.79 | 0.31 | 3.43 | 47.23 mm | 91 | Feb 2024 |
Archer Dividend Growth Fund | ARDGX | 6.04 | -0.06 | 2.58 | 20.63 mm | 40 | Feb 2024 |
Archer Focus Fund | AFOCX | 5.61 | -0.74 | 4.50 | 9.76 mm | 41 | Feb 2024 |
Archer Income Fund | ARINX | 1.69 | 0.78 | -0.14 | 16.62 mm | 107 | Feb 2024 |
Archer Multi Cap Fund | ALSMX | 7.92 | 1.63 | 8.01 | 7.05 mm | 76 | Feb 2024 |
Archer Stock Fund | ARSKX | 5.05 | 2.38 | 6.93 | 23.80 mm | 42 | Feb 2024 |