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Ancora/Thelen Small Mid-Cap Fund

AATIX:US
NASDAQ GM
13.39
USD
0.02
0.15%
As of 9:29 AM EDT 7/27/2016
Fund Type
Open-End Fund
52Wk Range
10.39 - 13.41
1 Yr Return
2.46%
YTD Return
11.03%
Previous Close
13.41
52Wk Range
10.39 - 13.41
1 Yr Return
3.09%
YTD Return
11.03%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 07/27/2016)
13.39
Total Assets (m USD) (on 07/27/2016)
64.287
Inception Date
01/02/2013
Last Dividend (on 12/28/2015)
0.10866
Dividend Indicated Gross Yield
0.10%
Fund Managers
DAN THELEN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.32%

Top Fund Holdings

Name Position Value % of Fund
55.25 k 2.12 m 3.74
106.13 k 1.84 m 3.25
47.63 k 1.60 m 2.82
38.89 k 1.52 m 2.68
79.75 k 1.49 m 2.63
137.36 k 1.49 m 2.63
56.03 k 1.47 m 2.59
23.63 k 1.44 m 2.55
66.63 k 1.43 m 2.51
21.54 k 1.37 m 2.42
Profile
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.
Address
Ancora Advisors LLC
6060 Parkland Boulevard
Suite 200
Cleveland, Ohio 44124
Phone
1-216-825-4000