• Fund Type: Open-End Fund
  • Objective: Blend Broad Market
  • Asset Class: Equity
  • Geographic Focus: U.S.

Ancora Equity Fund

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ANQCX:US

14.55 USD 0.21 1.42%

As of 09:29:30 ET on 10/01/2014.

Snapshot for Ancora Equity Fund (ANQCX)

Year To Date: +4.60% 3-Month: -2.48% 3-Year: +18.80% 52-Week Range: 12.42 - 15.18
1-Month: -3.90% 1-Year: +14.21% 5-Year: +11.37% Beta vs SPX: 1.02

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  • ANQCX:US 14.55
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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 ANTHONY BARONE
Web Site: www.ancorafunds.com

Fundamentals for ANQCX

NAV (on 2014-10-01) 14.55
Assets (M) (on 2014-10-01) 9.29
Fund Leveraged N
Minimum Investment 5,000.00
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 2.54

Top Fund Holdings for ANQCX

Filing Date: 03/31/2014
Name Position Value % of Total
Boulder Total Return Fund Inc 25,000 608,250 6.467%
Tri-Continental Corp 30,000 602,400 6.405%
Celgene Corp 8,000 558,400 5.937%
Ameriprise Financial Inc 5,000 550,350 5.851%
EMC Corp/MA 20,000 548,200 5.828%
Madison Covered Call & Equity 50,000 413,500 4.396%
QUALCOMM Inc 5,000 394,300 4.192%
Alcoa Inc 30,000 386,100 4.105%
Parker-Hannifin Corp 3,000 359,130 3.818%
Bank of New York Mellon Corp/T 10,000 352,900 3.752%

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

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