- Fund Type: Open-End Fund
- Objective: Growth
- Asset Class: Equity
- Geographic Focus: U.S.
Ancora Special Opportunity Fund
+ Add to WatchlistANSCX:US
6.25 USD 0.05 0.79%As of 09:29:30 ET on 05/24/2013.
Snapshot for Ancora Special Opportunity Fund (ANSCX)
| Year To Date: | +19.96% | 3-Month: | +6.29% | 3-Year: | +13.20% | 52-Week Range: | 4.35 - 6.45 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +3.82% | 1-Year: | +40.54% | 5-Year: | +8.74% | Beta vs SPX: | 0.82 |
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 A BARONE | ||
| Web Site: | www.ancorafunds.com | ||
Fundamentals for ANSCX
| NAV | (on 2013-05-24) 6.25 |
|---|---|
| Assets (M) | (on 2013-05-24) 9.53 |
| Fund Leveraged | N |
| Minimum Investment | 20,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for ANSCX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | (on 2012-12-26) 0.00 |
| Dividend Yield (ttm) | 0.06 |
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 | 2.70 |
Top Fund Holdings for ANSCX
Filing Date: 12/31/2012| Name | Position | Value | % of Total |
|---|---|---|---|
| Mace Security International In | 2,570,000 | 912,350 | 10.795% |
| Albany Molecular Research Inc | 110,000 | 580,800 | 6.872% |
| Special Opportunities Fund Inc | 30,000 | 450,300 | 5.328% |
| Safeguard Scientifics Inc | 30,000 | 442,500 | 5.236% |
| PVF Capital Corp | 200,000 | 438,000 | 5.183% |
| CommonWealth REIT | 25,000 | 396,000 | 4.686% |
| Citigroup Inc | 10,000 | 395,600 | 4.681% |
| Legg Mason Inc | 15,000 | 385,800 | 4.565% |
| Cliffs Natural Resources Inc | 10,000 | 385,700 | 4.564% |
| Zweig Total Return Fund Inc/Th | 30,000 | 369,300 | 4.370% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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