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Ancora/Thelen Small-Mid Cap I (AATIX)

13.49 Down 0.01(0.07%) Sep 19
Prev Close:13.50
YTD Return*:3.18%
Net Assets*:53.23M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for AATIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TRBAA5.135.12
MNK4.1857.48
ALLE.IR3.5318.65
NEWM3.05-45.47
ABTL2.96-9.84

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:53.23M
Category:Small Blend
Annual Report Expense Ratio (net):1.39%

Performance & Risk

YTD Return:3.18%
5y Avg Return:N/A
Rank in Category (ytd):36
% Rank in Category (ytd):4.87%
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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