| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
1
1
3
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 320 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 7.09 percent over the past year, 7.90 percent over the past three years, and 7.14 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.0% |
| 1 Year | 7.1% |
| 3 Years (Annualized) | 7.9% |
| 5 Years (Annualized) | 7.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a high level of income with a secondary objective of capital appreciation. The fund primarily invests at least 80% of its assets in income-producing securities (such as debt securities, preferred stocks, high dividend-bearing common shares and common and preferred shares of closed-end investment companies). It will invest in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund will invest only in securities of companies with market capitalizations of more than $500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount.
Fees
Fees are High compared to funds in the same category.
Ancora Income Fund has an expense ratio of 2.00 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
