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Ancora Special Opportunity C (ANSCX)

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Ancora Special Opportunity C

Ancora TrustOne Chagrin Higlands 2000 Auburn DrCleveland, OH 44122
Management Information
Richard A. Barone,Lead Manager since January 4, 2004
Barone serves as chairman of Ancora Advisors LLC. From 2001 to 2003, Mr. Barone served as portfolio manager of Fifth Third Bancorp’s asset management subsidiary, Fifth Third Investment Advisors. Prior to 2001, Mr. Barone was Chief Executive Officer of Maxus Investment Group, a financial services company, and was the portfolio manager. Barone became chairman of the Maxus Investment Group in 1973. Previously, he spent six years as vice president of J.N. Russell. Barone is also a financial principal with the National Association of Security Dealers.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Value
Fund FamilyAncora
Net Assets15.96M
YTD Return3.94%
Morningstar Rating★★★
Inception DateJan 4, 2004

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover141.57%
Average for CategoryN/A

Fees & Expenses

ExpenseANSCXCategory Average
Annual Report Expense Ratio (net)2.48%1.31%
Prospectus Net Expense Ratio2.99%N/A
Prospectus Gross Expense Ratio2.99%N/A
Max 12b1 Fee0.75%N/A
Max Front End Sales LoadN/A5.26%
Max Deferred Sales LoadN/A1.54%
3 Yr Expense Projection924N/A
5 Yr Expense Projection1,572N/A
10 Yr Expense Projection3,308N/A