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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
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+0.87% 3 years+16.10%
3 months+5.62% 5 years+9.50%
1 year-2.14% Since inception+9.16%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return+9.50%+10.20%
Expense ratio2.47%1.36%
Risk 5 year sharpe ratio0.690.73
Net assets$16.5M$745.8M
Average market cap$188.3M$2.6B
Average P/E--16.9
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyAncora
Fund manager & tenureDenis Amato / 7 Years
Minimal initial investment$5,000.00
Minimum IRA investment$5,000.00


U.S. stock85.81%
International stock2.64%
Fixed income1.54%
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
LAKE Lakeland Industries Inc3.77%
JAKK JAKKS Pacific Inc2.35%
IMN Imation Corp2.27%
AMRI Albany Molecular Research Inc2.26%
TINY Harris and Harris Group Inc2.24%
ACLS Axcelis Technologies Inc2.23%
DRAD Digirad Corp2.20%
MVC MVC Capital Inc2.16%
JBSS John B Sanfilippo & Son Inc1.90%
ELY Callaway Golf Co1.87%