Archer Multi Cap (ALSMX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Archer Multi Cap
Indianapolis, IN 46240
9000 Keystone Crossing, Suite 630
Archer Investment Series Trust
(800)238-7701
Management Information
,Lead Manager since December 30, 2019
John W. Rosebrough, CFA Mr. Rosebrough joined Archer Investment Corporation in July 2010. Prior to joining Archer Investment Corporation, Mr. Rosebrough managed investment portfolios for high net worth individuals at Biechele Royce Advisors. From 2005-2009 Mr. Rosebrough served as a Portfolio Manager and Investment Analyst for Wallington Asset Management where he was a member of the Investment Committee responsible for the selection of equity and fixed income investments, was the co-manager of firm's fixed income model and served as the firm's Chief Compliance Officer. Mr. Rosebrough was a Senior Fixed Income Specialist with Schwab Capital Markets Fixed Income & Specialized Products Group from 1999-2005 and was a financial advisor with National City Investments from 1995-1999. Mr. Rosebrough graduated from Indiana University in 1995 with a degree in economics and obtained the Chartered Financial Analyst (CFA) designation in 2001.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Blend
Fund FamilyArcher
Net Assets6.94M
YTD Return7.97%
Yield0.33%
Morningstar Rating★★★★
Inception DateDec 30, 2019
Fund Operations
Last Dividend0.06
Last Cap Gain14.00
Holdings Turnover52.08%
Average for CategoryN/A
Fees & Expenses
ExpenseALSMXCategory Average
Annual Report Expense Ratio (net)0.96%0.94%
Prospectus Net Expense Ratio0.96%N/A
Prospectus Gross Expense Ratio1.89%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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