Archer Multi Cap Fund

Shareclass

Archer Multi Cap (ALSMX)

Type

Open-end mutual fund

Manager

Archer

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

39.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,526 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Procter & Gamble Co
1.25% of assets
$117,516 invested
2. Mastercard Inc Class A
1.32% of assets
$123,907 invested
3. Bank of America Corp
1.28% of assets
$119,860 invested
4. Etsy Inc
1.17% of assets
$110,058 invested
5. JPMorgan Chase & Co
1.78% of assets
$166,465 invested
6. Illumina Inc
0.8% of assets
$75,429 invested
7. Johnson & Johnson
1.39% of assets
$130,201 invested
8. Microsoft Corp
1.14% of assets
$107,187 invested
9. Salesforce Inc
1.08% of assets
$101,269 invested
10. AbbVie Inc
1.44% of assets
$135,033 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. MARA Holdings Inc
1.01% of assets
$94,656 invested
2. Reliance Inc
1.35% of assets
$126,293 invested
3. CSW Industrials Inc
0.98% of assets
$91,827 invested
4. Berkshire Hathaway Inc Class B
1.28% of assets
$120,236 invested
5. Moog Inc Class A
1.05% of assets
$98,032 invested
6. Comfort Systems USA Inc
0.97% of assets
$90,832 invested
7. Federal Signal Corp
1.42% of assets
$133,543 invested
8. Manhattan Associates Inc
0.8% of assets
$75,174 invested
9. Interactive Brokers Group Inc Class A
1.85% of assets
$173,740 invested
10. XPO Inc
1.11% of assets
$104,516 invested

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Financial performance

Performance data provided by

Find more financial data on ALSMX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

ALSMX

Archer Multi Cap Fund

Family

Archer

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.92% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

ALSMX

Archer Multi Cap Fund

Family

Archer

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.92% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

ALSMX

Archer Multi Cap Fund

Family

Archer

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.92% less in annualized returns

Lower overall gender equality score

6 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
ALSMX - Archer Multi Cap Fund

3.92%

10%

12%

49 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-8.14%

-2.08%

-3.92%

6 / 100 points lower

Find more financial data on ALSMX at Morningstar.com

What's next?

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