Ancora MicroCap C
One Chagrin Higlands 2000 Auburn Dr Cleveland OH 44122
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Phone: 866-626-2672
| Category: | Small Value | | Fund Family: | Ancora | | Net Assets: | 950.00K | | Year-to-Date Return: | 50.00% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Sep-08 |
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Denis J. Amato
Lead Manager since
02-Sep-08 | | | Amato has been the co-portfolio manager of the Fifth Third Small Cap Value Fund. He is currently a Director of Value Strategies and Senior Vice President of Fifth Third Asset Management, Inc. and Fifth Third Securities, Inc. since 2000. From 1991 to 2000, he was Chief Investment Officer of Maxus Asset Management. |
| Min Initial Investment: | $20,000 | | Min Initial Investment, IRA: | $5,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests at least 80% of the assets in equity securities of companies whose equity securities have a total market value of under $500,000,000, which consist of common stock, preferred stock and securities convertible into common or preferred stock. It may invest up to 100% of assets in cash or cash equivalents, high-quality short-term debt securities, money market instruments and money market mutual funds. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 21.04% | | Average for Category:
| 86.21% |
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| Expense | ANCCX | Category
Avg | | Total Expense Ratio: | 2.00%
| 1.51% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.50% | | 3 Yr Expense Projection*: |
$ 806 | $641 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,005 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,027 |
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0.34% Nasdaq 0.00%
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