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 Dow Down 0.02% Nasdaq Down 0.04%

Ancora Equity C (ANQCX)

15.13 Down 0.05(0.33%) Jul 24
Prev Close:15.18
YTD Return*:6.40%
Net Assets*:9.66M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for ANQCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Boulder Total Return Common6.474.75
Tri-Continental Corporation Common6.406.59
CELG5.947.06
AMP5.858.42
EMC5.8339.79

Fund Basics

Morningstar Overall Rating:
Total Assets:9.66M
Category:Large Blend
Annual Report Expense Ratio (net):2.54%

Performance & Risk

YTD Return:6.40%
5y Avg Return:15.15%
Rank in Category (ytd):51
% Rank in Category (ytd):3.11%
Beta (3y):1.13
Morningstar Risk Rating:4

Fund Summary

The investment seeks a high total return, through a combination of income and capital appreciation in the value of its shares. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of companies that have market capitalizations of $5 billion or more. The fund emphasizes a blended value and growth style of investing. It intends to invest primarily in companies that are leaders in their industries or have products and services that are dominant in the marketplace. The fund may also invest in common and preferred shares of closed-end investment companies (also known as "closed-end funds"). View More
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