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Ancora Special Opportunity I (ANSIX)

6.47 Up 0.02(0.31%) May 2
Prev Close:6.47
YTD Return*:2.10%
Net Assets*:12.32M
Yield*:N/A

* As of 31-Mar-16

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

Headlines

  • No Headlines available for ANSIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MACE7.38N/A
RVT4.81N/A
Cohen & Steers Infrastructure4.62N/A
Gabelli Dividend & Income4.19N/A
C3.92N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:12.32M
Category:Small Value
Annual Report Expense Ratio (net):1.76%

Performance & Risk

YTD Return:2.10%
5y Avg Return:7.13%
Rank in Category (ytd):49
% Rank in Category (ytd):10.1%
Beta (3y):0.84
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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