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Ancora Special Opportunity Fund

ANSCX:US
NASDAQ GM
6.41
USD
0.01
0.16%
As of 9:29 AM EDT 8/26/2016
Fund Type
Open-End Fund
52Wk Range
5.00 - 6.46
1 Yr Return
13.88%
YTD Return
12.26%
Previous Close
6.40
52Wk Range
5.00 - 6.46
1 Yr Return
17.56%
YTD Return
12.26%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 08/26/2016)
6.41
Total Assets (m USD) (on 08/26/2016)
14.761
Inception Date
01/05/2004
Last Dividend (on 12/28/2015)
0.00203
Dividend Indicated Gross Yield
-
Fund Managers
RICHARD ANTHONY BARONE
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.75%
Current Mgmt Fee
1.00%
Expense Ratio
2.52%

Top Fund Holdings

Name Position Value % of Fund
2.50 m 1.08 m 8.73
80.00 k 600.00 k 4.87
30.00 k 594.30 k 4.82
32.00 k 591.36 k 4.80
50.00 k 585.50 k 4.75
59.20 k 442.22 k 3.59
57.50 k 431.25 k 3.50
10.00 k 417.50 k 3.39
10.00 k 403.70 k 3.28
50.00 k 392.50 k 3.19
Profile
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.
Address
Ancora Advisors LLC
6060 Parkland Boulevard
Suite 200
Cleveland, Ohio 44124
Phone
1-216-825-4000