The investment seeks to obtain capital appreciation.
The fund normally will invest at least 80% of its net assets in the equity securities of "small to mid cap" companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is $10 billion or less at the time of investment.
The average market capitalization across the Ancora/Thelen Small-Mid Cap I MF is 6.8B. The market cap for tickers in the group ranges from 1.36B to 12.74B. VST holds the highest valuation in this group at 12.74B. The lowest valued company is VVX at 1.36B.
The average weekly volume growth across all stocks in the Ancora/Thelen Small-Mid Cap I MF was -18%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was 12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 52
Price Growth Rating: 49
SMR Rating: 62
Profit Risk Rating: 69
Seasonality Score: 24 (-100 ... +100)