AAIIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Ancora Income I (AAIIX) Ownership - Who owns Ancora Income I?

The investment seeks a high level of income with a secondary objective of capital appreciation... Show more

Category: #Retirement Income

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

AAIIX

Net Assets

40.5M

Fund Existence

over 21 years

Turnover

24.32

Total Expense Ratio

1.54

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Preferred Stock

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.54

Assets in Top Ten Holdings

7.26M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

40.5M

Fund Type

OpenEnd

Index Fund

Management Fee

0.50

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

98.00

Number of Net Holdings

98.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.59

Weighting Top Ten Holdings

18.96%

Gain YTD

-3.520

Annual Yield % from dividends

5.08

Returns for 1 year

2.57

Returns for 3 years

6.79

Returns for 5 years

26.04

Returns for 10 years

31.52

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General Information

Category RetirementIncome

Profile

Fundamentals

Details