Nasdaq - Delayed Quote USD
Ancora/Thelen Small-Mid Cap I (AATIX)
17.39
+0.46
+(2.72%)
At close: 8:04:07 PM EDT
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 Value |
| Fund Family | Ancora |
| Net Assets | 189M |
| YTD Return | -6.43% |
| Yield | 0.19% |
| Morningstar Rating | |
| Inception Date | Jun 19, 2015 |
Performance & Risk
| YTD Return | -10.62% |
| 5y Average Return | 14.29% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
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