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AAIIX Ancora Income I Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are United Parcel Service (NYSE:UPS).

Industry description

The investment seeks a high level of income with a secondary objective of capital appreciation. The fund pursues its income objective by investing primarily in income-producing securities (such as debt securities, preferred stocks, high dividend-bearing common shares, common and preferred shares of closed-end investment companies). It invests in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund will invest only in securities of companies with market capitalizations of more than $500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount.

Market Cap

The average market capitalization across the Ancora Income I MF is 99.65B. The market cap for tickers in the group ranges from 86.72B to 86.72B. UPS holds the highest valuation in this group at 86.72B. The lowest valued company is UPS at 86.72B.

Volume

The average weekly volume growth across all stocks in the Ancora Income I MF was -17%. For the same stocks of the MF, the average monthly volume growth was -43% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 15
P/E Growth Rating: 80
Price Growth Rating: 45
SMR Rating: 97
Profit Risk Rating: 75
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RetirementIncome

Profile
Details
Category
Preferred Stock
Address
Ancora TrustOne Chagrin Higlands 2000 Auburn DrCleveland
Phone
N/A
Web
www.ancorafunds.com
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AAIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, AAIIX has been closely correlated with CPXAX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if AAIIX jumps, then CPXAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To AAIIX
1D Price
Change %
AAIIX100%
N/A
CPXAX - AAIIX
69%
Closely correlated
-0.16%
CPXCX - AAIIX
59%
Loosely correlated
-0.16%
CPRRX - AAIIX
59%
Loosely correlated
-0.16%
CPXFX - AAIIX
58%
Loosely correlated
-0.24%
CPXIX - AAIIX
56%
Loosely correlated
-0.16%
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Ancora Income I (AAIIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com