Nasdaq - Delayed Quote USD

Ancora/Thelen Small-Mid Cap I (AATIX)

20.23 +0.41 (+2.07%)
At close: November 5 at 6:46 PM EST

Investment Information

Min Initial Investment
1,500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
15,000
Min Subsequent Investment
1,500,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Raymond James
  • Commonwealth Universe
  • Scottrade TF
  • Thrivent – Advisory Eligible
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Small Blend
Fund Family Ancora
Net Assets 192.92M
YTD Return 16.32%
Yield 0.81%
Morningstar Rating
Inception Date Jun 19, 2015

Performance & Risk

YTD Return 15.91%
5y Average Return 11.03%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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