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    Ancora Special Opportunity I (ANSIX)

    6.51 Down 0.01(0.15%) Jul 31
    Prev Close:6.52
    YTD Return*:2.16%
    Net Assets*:14.01M
    Yield*:N/A

    * As of 30-Jun-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:14.01M
    Category:Small Value
    Annual Report Expense Ratio (net):1.77%

    Performance & Risk

    YTD Return:2.16%
    5y Avg Return:12.24%
    Rank in Category (ytd):47
    % Rank in Category (ytd):10.71%
    Beta (3y):0.77
    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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