• Fund Type: Open-End Fund
  • Objective: Value Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Ancora/Thelen Small Mid-Cap Fund

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AATCX:US

12.89 USD 0.05 0.39%

As of 09:29:30 ET on 09/29/2014.

Snapshot for Ancora/Thelen Small Mid-Cap Fund (AATCX)

Year To Date: -1.38% 3-Month: -5.22% 3-Year: - 52-Week Range: 11.49 - 13.86
1-Month: -3.95% 1-Year: +9.63% 5-Year: - Beta vs SPX: 1.04

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  • AATCX:US 12.89
  • 1M
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Fund Profile & Information for AATCX

Ancora/Thelen Small Mid-Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund normally will invest at least 80% of its net assets in the equity securities of small to mid cap companies that the advisor believes are undervalued by the market.

Inception Date: 01-02-2013 Telephone: 1-216-825-4000
Managers: DAN THELEN
Web Site: www.ancorafunds.com

Fundamentals for AATCX

NAV (on 2014-09-29) 12.89
Assets (M) (on 2014-09-29) 51.40
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 1,000.00

Dividends for AATCX

No dividends reported

Fees & Expenses for AATCX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 2.00
12b1 Fee 0.75
Expense Ratio 2.18

Top Fund Holdings for AATCX

Filing Date: 03/31/2014
Name Position Value % of Total
Tribune Media Co 30,010 2,390,296 4.891%
Sizmek Inc 179,610 1,909,254 3.907%
Mallinckrodt PLC 27,980 1,774,212 3.631%
Allegion PLC 33,310 1,737,783 3.556%
Liberty Ventures 25,540 1,664,314 3.406%
New Media Investment Group Inc 106,160 1,594,523 3.263%
Autobytel Inc 120,919 1,503,023 3.076%
Post Holdings Inc 26,892 1,482,287 3.033%
TFS Financial Corp 106,130 1,319,196 2.700%
Rayonier Inc 24,410 1,120,663 2.293%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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