• FirefoxInstall the new Firefox »
  •  Dow Up 0.19% Nasdaq Up 0.57%

    Ancora Special Opportunity I (ANSIX)

    6.46 Up 0.01(0.16%) Mar 27
    Prev Close:6.45
    YTD Return*:0.15%
    Net Assets*:11.44M

    * As of 28-Feb-15

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


    • No Headlines available for ANSIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MFS® Intermediate Income5.235.71
    GDL Fund5.096.46
    Boulder Growth & Income4.50-6.76

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:11.44M
    Category:Small Value
    Annual Report Expense Ratio (net):1.77%

    Performance & Risk

    YTD Return:0.15%
    5y Avg Return:10.66%
    Rank in Category (ytd):82
    % Rank in Category (ytd):18.26%
    Beta (3y):0.79
    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
    Your browser doesn't support canvas
    Submit Feedback