- Fund Type: Open-End Fund
- Objective: Value
- Asset Class: Equity
- Geographic Focus: U.S.
Ancora/Thelen Small Mid-Cap Fund
+ Add to WatchlistAATIX:US
11.33 USD 0.02 0.18%As of 09:29:30 ET on 05/20/2013.
Snapshot for Ancora/Thelen Small Mid-Cap Fund (AATIX)
| Year To Date: | - | 3-Month: | +10.43% | 3-Year: | - | 52-Week Range: | 10.00 - 11.33 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +8.21% | 1-Year: | - | 5-Year: | - | Beta vs SPX: | - |
Fund Profile & Information for AATIX
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 AATIX
| NAV | (on 2013-05-20) 11.33 |
|---|---|
| Assets (M) | (on 2013-05-20) 28.86 |
| Fund Leveraged | N |
| Minimum Investment | 5,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for AATIX
No dividends reported
Fees & Expenses for AATIX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.00 |
| Redemption Fee | 2.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | - |
Top Fund Holdings for AATIX
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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