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

Ancora Equity Fund

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ANQIX:US

14.68 USD 0.14 0.96%

As of 09:29:30 ET on 04/16/2014.

Snapshot for Ancora Equity Fund (ANQIX)

Year To Date: +1.10% 3-Month: +0.55% 3-Year: - 52-Week Range: 11.94 - 14.97
1-Month: +2.30% 1-Year: +19.93% 5-Year: - Beta vs SPX: -

Mutual Fund Chart for ANQIX

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  • ANQIX:US 14.68
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Fund Profile & Information for ANQIX

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 ANQIX

NAV (on 2014-04-16) 14.68
Assets (M) (on 2014-04-16) 9.34
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 1,000.00

Dividends for ANQIX

Dividend Type Omitted
Dividend Frequency Annual
Last Dividend Net -
Dividend Yield (ttm) -

Fees & Expenses for ANQIX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 2.00
12b1 Fee 0.00
Expense Ratio 1.79

Top Fund Holdings for ANQIX

Filing Date: 09/30/2013
Name Position Value % of Total
First American Government Obli 878,999 878,999 8.464%
Celgene Corp 5,000 770,685 7.421%
Boulder Total Return Fund Inc 26,000 566,800 5.458%
Tri-Continental Corp 30,000 549,600 5.292%
EMC Corp/MA 20,000 511,200 4.923%
Ameriprise Financial Inc 5,000 455,400 4.385%
Madison Covered Call & Equity 55,000 436,150 4.200%
International Business Machine 2,000 370,360 3.566%
Corning Inc 25,000 364,750 3.512%
Apache Corp 4,000 340,560 3.279%

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

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