- Fund Type: Open-End Fund
- Objective: Blend
- Asset Class: Equity
- Geographic Focus: U.S.
Ancora Equity Fund
+ Add to WatchlistANQCX:US
12.35 USD 0.10 0.82%As of 09:29:30 ET on 06/18/2013.
Snapshot for Ancora Equity Fund (ANQCX)
| Year To Date: | +16.73% | 3-Month: | +5.38% | 3-Year: | +10.95% | 52-Week Range: | 9.72 - 12.53 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -1.36% | 1-Year: | +24.62% | 5-Year: | +3.80% | Beta vs SPX: | 1.03 |
Fund Profile & Information for ANQCX
Ancora Equity Fund is an open-end fund incorporated in the USA. The Fund's objective is to obtain a high total return, a combination of income and capital appreciation. The Fund intends to invest primarily in companies that are leaders in their industries or have products and services that are dominant in the marketplace.
| Inception Date: | 01-05-2004 | Telephone: | 1-216-825-4000 |
|---|---|---|---|
| Managers: | RICHARD A BARONE | ||
| Web Site: | www.ancorafunds.com | ||
Fundamentals for ANQCX
| NAV | (on 2013-06-18) 12.35 |
|---|---|
| Assets (M) | (on 2013-06-18) 10.37 |
| Fund Leveraged | N |
| Minimum Investment | 20,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for ANQCX
| Dividend Type | Omitted |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | - |
| Dividend Yield (ttm) | - |
Fees & Expenses for ANQCX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.00 |
| Redemption Fee | 2.00 |
| 12b1 Fee | 0.75 |
| Expense Ratio | 2.60 |
Top Fund Holdings for ANQCX
Filing Date: 03/31/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| First American Government Obli | 789,681 | 789,681 | 7.870% |
| Celgene Corp | 5,000 | 579,550 | 5.776% |
| Boulder Total Return Fund Inc | 26,000 | 543,400 | 5.415% |
| Tri-Continental Corp | 30,000 | 526,500 | 5.247% |
| EMC Corp/MA | 20,000 | 477,800 | 4.762% |
| Pfizer Inc | 15,000 | 432,900 | 4.314% |
| International Business Machine | 2,000 | 426,600 | 4.251% |
| Ameriprise Financial Inc | 5,000 | 368,250 | 3.670% |
| Microsoft Corp | 12,000 | 343,260 | 3.421% |
| QUALCOMM Inc | 5,000 | 334,700 | 3.336% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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