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Ancora Special Opportunity I (ANSIX)

7.61 Down 0.14(1.81%) Nov 28
Prev Close:7.75
YTD Return*:9.63%
Net Assets*:11.87M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for ANSIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MACE8.15-12.35
LAKE6.23161.98
SVVC4.8110.78
Special Opportunities Fund Common4.792.69
C4.10-0.45

Fund Basics

Morningstar Overall Rating:
Total Assets:11.87M
Category:Small Value
Annual Report Expense Ratio (net):1.84%

Performance & Risk

YTD Return:9.63%
5y Avg Return:13.14%
Rank in Category (ytd):1
% Rank in Category (ytd):0.26%
Beta (3y):0.81
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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