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    Ancora Special Opportunity I (ANSIX)

    6.14 Down 0.17(2.69%) Jun 27
    Prev Close:6.14
    YTD Return*:5.99%
    Net Assets*:13.68M
    Yield*:N/A

    * As of 31-May-16

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

    Headlines

    • No Headlines available for ANSIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MACE8.73N/A
    Alpine Total Dynamic Dividend4.87N/A
    Cohen & Steers Infrastructure4.82N/A
    Gabelli Dividend & Income4.80N/A
    RVT4.75N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:13.68M
    Category:Small Value
    Annual Report Expense Ratio (net):1.76%

    Performance & Risk

    YTD Return:5.99%
    5y Avg Return:8.55%
    Rank in Category (ytd):37
    % Rank in Category (ytd):7.99%
    Beta (3y):0.83
    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
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