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Ancora Special Opportunity C

ANSCX
5.15
+0.15
+3.00%
2/12/2016
5 Years
  • Previous Close

    5.00

  • Net Assets

    8.18M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    2.52%

  • Category

    Small Value

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Ancora

Fund Style

Open

Fund Manager

Richard Barone

Investment Style

Medium Value

The investment seeks to obtain a high total return, through a combination of income and capital appreciation in the value of its shares. The fund pursues its objective of obtaining a high total return by seeking out and investing in companies which the Advisor believes have the potential for superior returns. It normally invests at least 80% of the assets in publicly traded equity securities of such companies (such as common stock, preferred stock and securities convertible into common or preferred stock), including equity securities of closed-end funds. The fund may also invest in common and preferred shares of closed-end investment companies.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 5,000

Inception

1/5/2004

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