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  •  Dow Up 1.30% Nasdaq Up 1.42%

    Ancora/Thelen Small-Mid Cap C (AATCX)

    13.44 Up 0.26(1.97%) Dec 17
    Prev Close:13.44
    YTD Return*:3.06%
    Net Assets*:54.31M
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for AATCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TPUB3.96-4.29
    TRCO3.1829.49
    CHKE3.0524.31
    NEWM3.0523.56
    ALLY3.011.44

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:54.31M
    Category:Small Blend
    Annual Report Expense Ratio (net):2.18%

    Performance & Risk

    YTD Return:3.06%
    5y Avg Return:N/A
    Rank in Category (ytd):39
    % Rank in Category (ytd):5.27%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks to obtain capital appreciation. The fund normally will invest at least 80% of its net assets in the equity securities of "small to mid cap" companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is $10 billion or less at the time of investment. View More
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