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Ancora/Thelen Small Mid-Cap Fund

AATIX:US
NASDAQ GM
16.12
USD
0.03
0.19%
As of 10/18/2017
Fund Type
Open-End Fund
52Wk Range
12.45 - 16.24
1 Yr Return
22.76%
YTD Return
14.81%
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Previous Close
16.09
52Wk Range
12.45 - 16.24
1 Yr Return
23.42%
YTD Return
14.81%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 10/18/2017)
16.12
Total Assets (m USD) (on 10/18/2017)
85.556
Inception Date
01/02/2013
Last Dividend (on 12/27/2016)
0.02018
Dividend Indicated Gross Yield
0.13%
Fund Managers
DAN THELEN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.32%

Top Fund Holdings

Name Position Value % of Fund
75.77 k 3.16 m 4.03
157.17 k 2.64 m 3.36
49.52 k 2.59 m 3.30
69.37 k 2.56 m 3.26
91.20 k 2.46 m 3.13
168.22 k 2.37 m 3.02
114.21 k 2.05 m 2.62
128.75 k 2.05 m 2.61
37.32 k 1.82 m 2.32
35.17 k 1.82 m 2.32
Profile
Ancora/Thelen Small Mid-Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund normally will invest at least 80% of its net assets in the equity securities of small to mid cap companies that the advisor believes are undervalued by the market.
Address
Ancora Advisors LLC
6060 Parkland Boulevard
Suite 200
Cleveland, Ohio 44124
Phone
1-216-825-4000