Ancora MicroCap Fund Class C (ANCCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of the assets in equity securities of companies whose equity securities have a total market value of under $500,000,000. Equity securities consist of common stock, preferred stock and securities convertible into common or preferred stock. It emphasizes a "value" style of investing. In deciding which securities to buy and which to sell, the Advisor will give primary consideration to fundamental factors.


1 month+0.14% 3 years+18.76%
3 months+6.94% 5 years+14.28%
1 year+13.88% Since inception+10.59%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return+14.28%+13.57%
Expense ratio2.59%1.38%
Risk 5 year sharpe ratio0.860.82
Net assets$12.4M$863.7M
Average market cap$201.8M$2.4B
Average P/E15.816.9
Portfolio turnover23%23%

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Fund Management and Purchase Info

Fund familyAncora
Fund manager & tenureDenis Amato / 6 Years
Minimal initial investment$5,000.00
Minimum IRA investment$5,000.00


U.S. stock94.29%
International stock2.51%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 33.83%
Healthcare 14.09%
Industrial materials 10.35%
Consumer goods 9.59%
Business service 7.99%
Top 10 Holdings
Portfolio weighting
AMRI Albany Molecular Research Inc4.05%
HA Hawaiian Holdings Inc3.47%
LAKE Lakeland Industries Inc3.40%
-- Medical Action Industries Inc3.20%
MVC MVC Capital, Inc.2.55%
ELY Callaway Golf Co2.51%
JBSS John B Sanfilippo & Son Inc2.25%
DRAD Digirad Corp2.17%
RNWK RealNetworks Inc2.15%
TINY Harris & Harris Group, Inc.2.11%

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