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    Ancora Special Opportunity C (ANSCX)

    5.15 Up 0.15(3.00%) Feb 12

    Profile as of Jan 30, 2016Get 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:11.15M
    Year-to-Date Return:-6.65%
    Morningstar Rating:3 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:N/A
    Min Subsequent Investment, AIP:100
    ANSCX can be purchased from 4 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 27, 2015) : 0.00
    Annual Holdings Turnover (Feb 10, 2016) : 145.11%
    Average for Category:56.55%
    Fees & Expenses 
    ExpenseANSCXCategory Avg
    Annual Report Expense Ratio (net):2.52%1.31%
    Prospectus Net Expense Ratio:3.03%N/A
    Prospectus Gross Expense Ratio:3.03%N/A
    Max 12b1 Fee:0.75%N/A
    Max Front End Sales Load:N/A5.40%
    Max Deferred Sales Load: N/A1.77%
    3 Yr Expense Projection*:936559
    5 Yr Expense Projection*:1,591898
    10 Yr Expense Projection*:3,3461,842
    * Per $10,000 invested