AATIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Ancora/Thelen Small-Mid Cap I (AATIX) Ownership - Who owns Ancora/Thelen Small-Mid Cap I?

The investment seeks to obtain capital appreciation... Show more

Category: #Small Value

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

AATIX

Net Assets

178M

Fund Existence

over 12 years

Turnover

83.19

Total Expense Ratio

1.24

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.24

Assets in Top Ten Holdings

49.9M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

115M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

101.00

Number of Net Holdings

101.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

24.70%

Gain YTD

-13.330

Annual Yield % from dividends

0.19

Returns for 1 year

-10.57

Returns for 3 years

3.14

Returns for 5 years

47.65

Returns for 10 years

20.46

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General Information

Category SmallValue

Profile

Fundamentals

Details