• 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

7.25 USD 0.04 0.55%

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

Snapshot for Ancora Special Opportunity Fund (ANSCX)

Year To Date: +8.21% 3-Month: +1.68% 3-Year: +18.70% 52-Week Range: 6.18 - 7.29
1-Month: +1.12% 1-Year: +14.70% 5-Year: +11.40% Beta vs SPX: 0.88

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  • ANSCX:US 7.25
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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 2014-09-19) 7.25
Assets (M) (on 2014-09-19) 11.80
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) 1.14

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: 03/31/2014
Name Position Value % of Total
First American Government Obli 1,718,169 1,718,169 15.488%
Mace Security International In 2,500,000 1,000,000 9.014%
Lakeland Industries Inc 100,000 641,000 5.778%
Safeguard Scientifics Inc 25,000 554,500 4.998%
Special Opportunities Fund Inc 33,000 536,250 4.834%
Calamos Asset Management Inc 37,000 478,410 4.313%
Citigroup Inc 10,000 476,000 4.291%
Leucadia National Corp 15,000 420,000 3.786%
Boulder Growth & Income Fund I 49,700 404,061 3.642%
BlackRock Enhanced Equity Divi 50,000 397,000 3.579%

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

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