Ancora Special Opportunity I (ANSIX)
6.36 
0.05(0.78%) May 1
| Prev Close: | 6.36 |
|---|
| YTD Return*: | 13.60% |
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| Net Assets*: | 8.93M |
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| Yield*: | 0.06% |
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* As of 28-Feb-13
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Headlines
- No Headlines available for ANSIX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| MACE | 10.80 | -15.49 |
| AMRI | 6.87 | 51.52 |
| Special Opportunities Fund Common | 5.33 | 3.46 |
| SFE | 5.24 | 68.95 |
| PVFC | 5.18 | 51.64 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 8.93M |
| Category: | Small Value |
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| Annual Report Expense Ratio (net): | 2.20% |
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Performance & Risk
| YTD Return: | 13.60% |
| 5y Avg Return: | 8.10% |
| Rank in Category (ytd): | 1 |
| % Rank in Category (ytd): | 0.26% |
| Beta (3y): | 0.72 |
| 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.
Under normal circumstances, at least 80% of the assets of the fund will be invested 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. It may also invest in common and preferred shares of closed-end investment companies.
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