| 12.45 Net Asset Value | +0.81% 1 Day | +15.49% Year-to-Date | Overall Morningstar Rating |
| Small value Style or Category | No Load Sales Expenses | 2.87% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +8.07% | 3 years | +10.00% | |
| 3 months | +6.05% | 5 years | -- | |
| 1 year | +26.92% | Since inception | +8.46% |
| ANCCX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.30% |
| Expense ratio | 2.87% | 1.44% |
| Risk 5 year sharpe ratio | -- | 0.41 |
| Net assets | $9.1M | $721.1M |
| Average market cap | $140.6M | $1.8B |
| Average P/E | 10.6 | 15.0 |
| Portfolio turnover | 27% | 27% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Ancora |
| Fund manager & tenure | Denis Amato / 4 Years |
| Minimal initial investment | $5,000.00 |
| Minimum IRA investment | $5,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 33.83% |
| Healthcare | 14.09% |
| Industrial materials | 10.35% |
| Consumer goods | 9.59% |
| Business service | 7.99% |
| AMRI Albany Molecular Research, Inc. | 3.48% |
| AVNW Aviat Networks, Inc. | 3.03% |
| ELY Callaway Golf Company | 3.00% |
| JBSS John B. Sanfilippo & Son | 2.53% |
| LDL Lydall, Inc. | 2.36% |
| IMN Imation Corporation | 2.31% |
| KBALB Kimball International, Inc. Class B | 2.29% |
| -- Presidential Life Corp. | 2.22% |
| LNDC Landec Corporation | 2.00% |
| LAKE Lakeland Industries, Inc. | 1.94% |
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