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    Ancora Special Opportunity I (ANSIX)

    6.18 0.00(0.00%) Aug 31
    Prev Close:6.18
    YTD Return*:0.46%
    Net Assets*:14.00M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for ANSIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MACE9.46N/A
    C4.54N/A
    LUK3.93N/A
    Boulder Growth & Income3.77N/A
    Special Opportunities Fund3.73N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:14M
    Category:Small Value
    Annual Report Expense Ratio (net):1.77%

    Performance & Risk

    YTD Return:0.46%
    5y Avg Return:10.49%
    Rank in Category (ytd):40
    % Rank in Category (ytd):9.13%
    Beta (3y):0.75
    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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