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Ancora Special Opportunity Fund

ANSCX:US
NASDAQ GM
6.43
USD
0.02
0.31%
As of 9:29 AM EDT 9/29/2016
Fund Type
Open-End Fund
52Wk Range
5.00 - 6.48
1 Yr Return
18.14%
YTD Return
12.61%
Previous Close
6.45
52Wk Range
5.00 - 6.48
1 Yr Return
19.22%
YTD Return
12.61%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/29/2016)
6.43
Total Assets (m USD) (on 09/29/2016)
15.394
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 955.00 k 7.11
50.00 k 588.50 k 4.38
80.00 k 580.80 k 4.32
25.00 k 535.50 k 3.99
57.50 k 428.13 k 3.19
50.00 k 406.50 k 3.03
53.00 k 405.98 k 3.02
80.00 k 401.60 k 2.99
10.00 k 387.70 k 2.89
12.00 k 344.28 k 2.56
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