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Ancora/Thelen Small Mid-Cap Fund

AATSX:US
NASDAQ GM
16.82
USD
0.09
0.54%
As of 12/15/2017
Fund Type
Open-End Fund
52Wk Range
14.23 - 16.91
1 Yr Return
17.50%
YTD Return
17.70%
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Previous Close
16.73
52Wk Range
14.23 - 16.91
1 Yr Return
17.09%
YTD Return
17.70%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 12/15/2017)
16.82
Total Assets (m USD) (on 12/15/2017)
91.829
Inception Date
06/25/2015
Last Dividend (on 12/27/2016)
0.01538
Dividend Indicated Gross Yield
0.09%
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
0.99%

Top Fund Holdings

Name Position Value % of Fund
75.85 k 3.18 m 3.80
157.17 k 2.94 m 3.52
69.37 k 2.77 m 3.31
91.20 k 2.51 m 3.01
168.22 k 2.45 m 2.93
148.06 k 2.32 m 2.78
66.50 k 2.25 m 2.69
48.32 k 2.22 m 2.66
37.32 k 2.09 m 2.50
35.17 k 2.08 m 2.49
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