• 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

7.15 USD 0.01 0.14%

As of 09:29:30 ET on 12/19/2014.

Snapshot for Ancora Special Opportunity Fund (ANSCX)

Year To Date: +6.72% 3-Month: -1.38% 3-Year: +20.39% 52-Week Range: 6.51 - 7.31
1-Month: -1.11% 1-Year: +10.86% 5-Year: +11.04% Beta vs SPX: 0.85

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  • ANSCX:US 7.15
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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 2014-12-19) 7.15
Assets (M) (on 2014-12-19) 11.62
Fund Leveraged N
Minimum Investment 5,000.00
Minimum Subsequent Investment 1,000.00

Dividends for ANSCX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2013-12-26) 0.08
Dividend Yield (ttm) 1.16

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 2.59

Top Fund Holdings for ANSCX

Filing Date: 09/30/2014
Name Position Value % of Total
Mace Security International In 2,500,000 1,075,000 9.317%
First American Government Obli 681,169 681,169 5.904%
Firsthand Technology Value Fun 25,000 600,250 5.202%
Special Opportunities Fund Inc 33,000 550,110 4.768%
GDL Fund/The 50,000 527,265 4.570%
Citigroup Inc 10,000 518,200 4.491%
MFS Intermediate Income Trust 100,000 501,000 4.342%
Lakeland Industries Inc 70,000 486,500 4.216%
Leucadia National Corp 20,000 476,800 4.132%
Boulder Growth & Income Fund I 50,000 442,000 3.831%

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

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