• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.54% Nasdaq Down 1.52%

    Ancora Special Opportunity I (ANSIX)

    6.75 Down 0.07(1.03%) Apr 17
    Prev Close:6.82
    YTD Return*:-0.15%
    Net Assets*:11.35M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for ANSIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MACE9.452.66
    C5.38-4.58
    MFS® Intermediate Income5.23-0.26
    GDL Fund5.095.05
    Boulder Growth & Income4.50-9.79

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:11.35M
    Category:Small Value
    Annual Report Expense Ratio (net):1.77%

    Performance & Risk

    YTD Return:-0.15%
    5y Avg Return:10.03%
    Rank in Category (ytd):89
    % Rank in Category (ytd):19.82%
    Beta (3y):0.80
    Morningstar Risk Rating:2

    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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback