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Ancora Special Opportunity Fund

ANSIX:US
NASDAQ GM
7.98
USD
0.09
1.14%
As of 12/15/2017
Fund Type
Open-End Fund
52Wk Range
6.89 - 7.98
1 Yr Return
15.34%
YTD Return
14.99%
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Previous Close
7.89
52Wk Range
6.89 - 7.98
1 Yr Return
14.70%
YTD Return
14.99%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 12/15/2017)
7.98
Total Assets (m USD) (on 12/15/2017)
17.725
Inception Date
01/05/2004
Last Dividend (on 12/27/2016)
0.27326
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
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.73%

Top Fund Holdings

Name Position Value % of Fund
2.50 m 962.50 k 5.52
60.00 k 771.60 k 4.43
5.00 k 517.35 k 2.97
50.00 k 510.00 k 2.93
50.00 k 475.00 k 2.73
70.00 k 465.50 k 2.67
33.00 k 465.30 k 2.67
76.00 k 458.28 k 2.63
100.00 k 385.00 k 2.21
25.00 k 380.75 k 2.18
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