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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?

Category: @Small Blend

Profile

Category
Small Blend
Address
Ancora TrustOne Chagrin Higlands 2000 Auburn DrCleveland
Phone
N/A
Web
www.ancorafunds.com

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
N/A
Min. Initial Investment
5000.00
Fund Existence
almost 12 years
Turnover
85.30
Front Load
N/A
Net Assets
197606240.00
Manager Tenure
N/A

Fundamentals

AATIX
Net Assets
198M
Fund Existence
almost 12 years
Turnover
85.30
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
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
No
Fund Share Class Net Assets
133M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
93.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
20.468
Annual Yield % from dividends
0.86
Returns for 1 year
32.02
Returns for 3 years
-5.98
Returns for 5 years
37.68
Returns for 10 years
58.53
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A.I.Advisor
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Ancora TrustOne Chagrin Higlands 2000 Auburn DrCleveland
Phone
N/A
Web
www.ancorafunds.com