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AATSX

Mutual Fund ticker: NASDAQ

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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

209M

Fund Existence

about 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

1.21

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

82.5M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

96.00

Number of Net Holdings

96.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

24.62%

Gain YTD

0.770

Annual Yield % from dividends

0.38

Returns for 1 year

4.30

Returns for 3 years

29.41

Returns for 5 years

40.76

Returns for 10 years

53.29

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Category SmallValue

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Fundamentals

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