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Ancora Special Opportunity I (ANSIX)

7.59 Up 0.04(0.53%) Aug 29
Prev Close:7.55
YTD Return*:4.11%
Net Assets*:11.15M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for ANSIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MACE9.01-11.60
LAKE5.7812.94
SFE5.00-1.89
Special Opportunities Fund Common4.833.80
CLMS4.31-7.64

Fund Basics

Morningstar Overall Rating:
Total Assets:11.15M
Category:Small Value
Annual Report Expense Ratio (net):1.84%

Performance & Risk

YTD Return:4.11%
5y Avg Return:14.46%
Rank in Category (ytd):3
% Rank in Category (ytd):0.77%
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. 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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