Dow Up0.51% Nasdaq Up0.24%

Ancora Special Opportunity C (ANSCX)

7.30 Up 0.02(0.27%) Nov 21

Profile as of Oct 30, 2014Get Profile for:
Ancora Special Opportunity C
Ancora TrustOne Chagrin Higlands 2000 Auburn DrCleveland, OH 44122
Phone: 866-626-2672
Fund Overview 
Category:Small Value
Fund Family:Ancora
Net Assets:11.87M
Year-to-Date Return:8.96%
Morningstar Rating:2 stars
Fund Inception Date:Jan 5, 2004
Morningstar Style Box 
Small Value
[View Category Definition]
View Top Small Value Funds
About the Morningstar Style Box
Management Information 
Richard A. Barone
Lead Manager since Jan 5, 2004
Barone serves as chairman of Ancora Advisors LLC. From 2001 to 2003, Mr. Barone served as portfolio manager of Fifth Third Bancorp’s asset management subsidiary, Fifth Third Investment Advisors. Prior to 2001, Mr. Barone was Chief Executive Officer of Maxus Investment Group, a financial services company, and was the portfolio manager. Barone became chairman of the Maxus Investment Group in 1973. Previously, he spent six years as vice president of J.N. Russell. Barone is also a financial principal with the National Association of Security Dealers.
Investment Information 
Min Initial Investment:5,000
Min Initial Investment, IRA:5,000
Min Initial Investment, AIP:5,000
Min Subsequent Investment:1,000
Min Subsequent Investment, IRA:1,000
Min Subsequent Investment, AIP:100
ANSCX can be purchased from 3 brokerages.

Fund Summary 
The investment seeks to obtain a high total return, through a combination of income and capital appreciation in the value of its shares. The fund pursues its objective of obtaining a high total return by seeking out and investing in companies which the Advisor believes have the potential for superior returns. It normally invests at least 80% of the assets in publicly traded equity securities of such companies (such as common stock, preferred stock and securities convertible into common or preferred stock), including equity securities of closed-end funds. The fund may also invest in common and preferred shares of closed-end investment companies.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 25, 2013) : 0.00
Annual Holdings Turnover (Nov 17, 2014) : 113.99%
Average for Category:67.31%
Fees & Expenses 
ExpenseANSCXCategory Avg
Annual Report Expense Ratio (net):2.59%1.33%
Prospectus Net Expense Ratio:3.05%N/A
Prospectus Gross Expense Ratio:3.05%N/A
Max 12b1 Fee:0.75%N/A
Max Front End Sales Load:N/A5.34%
Max Deferred Sales Load: N/A2.26%
3 Yr Expense Projection*:942596
5 Yr Expense Projection*:1,601965
10 Yr Expense Projection*:3,3651,971
* Per $10,000 invested