• 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

15.07 USD 0.04 0.27%

As of 09:29:30 ET on 08/21/2014.

Snapshot for Ancora Equity Fund (ANQCX)

Year To Date: +8.05% 3-Month: +6.60% 3-Year: +20.09% 52-Week Range: 12.22 - 15.18
1-Month: +0.27% 1-Year: +21.80% 5-Year: +12.79% Beta vs SPX: 1.02

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  • ANQCX:US 15.07
  • 1M
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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 2014-08-21) 15.07
Assets (M) (on 2014-08-20) 9.70
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: 12/31/2013
Name Position Value % of Total
Celgene Corp 8,000 675,872 6.663%
Tri-Continental Corp 30,000 599,400 5.909%
Boulder Total Return Fund Inc 25,000 575,250 5.671%
Ameriprise Financial Inc 5,000 575,250 5.671%
EMC Corp/MA 20,000 503,000 4.959%
Corning Inc 25,000 445,500 4.392%
Madison Covered Call & Equity 53,000 433,010 4.269%
Parker Hannifin Corp 3,000 385,920 3.804%
Freeport-McMoRan Inc 10,000 377,400 3.720%
QUALCOMM Inc 5,000 371,250 3.660%

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

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