AATSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Ancora/Thelen Small-Mid Cap S (AATSX) Ownership - Who owns Ancora/Thelen Small-Mid Cap S?

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

AATSX

Net Assets

190M

Fund Existence

almost 10 years

Turnover

83.19

Total Expense Ratio

1.01

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1500000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.23

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

65.7M

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

-6.061

Annual Yield % from dividends

0.40

Returns for 1 year

-4.78

Returns for 3 years

9.86

Returns for 5 years

87.45

Returns for 10 years

N/A

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General Information

Category SmallValue

Profile

Fundamentals

Details