Ancora Income D
One Chagrin Higlands 2000 Auburn Dr Cleveland OH 44122
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Phone: 866-626-2672
| Category: | Intermediate-Term Bond | | Fund Family: | Ancora | | Net Assets: | 6.81M | | Year-to-Date Return: | 19.99% | | Yield: | 6.96% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jan-04 |
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Richard A. Barone
Lead Manager since
05-Jan-04 | | | 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. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks a high level income with a secondary objective of capital appreciation. The fund primarily invests at least 80% of the assets in income-producing securities. Certain of the debt securities and preferred stocks in which the Fund invests may be convertible into common shares (?convertible securities?). It invests in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund invests only in securities of companies with market capitalizations of more than $500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount. |
| Last Dividend
(28-Oct-09):
| 0.05 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 48.36% | | Average for Category:
| 226.00% |
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| Expense | ANIDX | Category
Avg | | Total Expense Ratio: | 1.75%
| 0.96% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 717 | $459 | | 5 Yr Expense Projection*: |
$ 1,229 | $711 | | 10 Yr Expense Projection*: |
$ 2,635 | $1,433 |
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