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  • Fund Type: Open-End Fund
  • Objective: Growth Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Ancora Special Opportunity Fund

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ANSCX:US

6.35 USD 0.000.00%

As of 09:29:30 ET on 05/22/2015.

Snapshot for Ancora Special Opportunity Fund (ANSCX)

Year To Date: +5.13% 3-Month: +5.48% 3-Year: +19.28% 52-Week Range: 5.79 - 6.38
1-Month: +1.44% 1-Year: +8.45% 5-Year: +11.75% Beta vs SPX: 0.74

Mutual Fund Chart for ANSCX

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  • ANSCX:US 6.35
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Fund Profile & Information for ANSCX

Ancora Special Opportunity Fund is an open-end fund incorporated in the USA. The Fund's objective is to obtain a high total return. The Fund invests at least 80% of the assets, in companies which the Advisor believes have the potential for superior returns.

Inception Date: 01-05-2004 Telephone: 1-216-825-4000
Managers: RICHARD ANTHONY BARONE
Web Site: www.ancorafunds.com

Fundamentals for ANSCX

NAV (on 2015-05-22) 6.35
Assets (M) (on 2015-05-21) 14.65
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 1,000.00

Dividends for ANSCX

Dividend Type Short Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-12-26) 0.18
Dividend Yield (ttm) 17.47

Fees & Expenses for ANSCX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.00
Redemption Fee 2.00
12b1 Fee 0.75
Expense Ratio 2.52

Top Fund Holdings for ANSCX

Filing Date: 12/31/2014
Name Position Value % of Total
Mace Security International In 2,500,000 950,000 9.452%
Citigroup Inc 10,000 541,100 5.383%
MFS Intermediate Income Trust 110,000 525,800 5.231%
GDL Fund/The 50,000 511,500 5.089%
Boulder Growth & Income Fund I 50,000 452,500 4.502%
Leucadia National Corp 20,000 448,400 4.461%
Special Opportunities Fund Inc 27,500 422,675 4.205%
Prospect Capital Corp 50,000 413,000 4.109%
Safeguard Scientifics Inc 20,000 396,400 3.944%
StealthGas Inc 60,000 378,600 3.767%

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

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