2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#314 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.63 percent over the past year, 9.02 percent over the past three years, 20.30 percent over the past five years, and 5.88 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.1%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||5.9%|
The investment seeks a high total return, through a combination of income and capital appreciation in the value of its shares. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of companies that have market capitalizations of $5 billion or more. The fund emphasizes a blended value and growth style of investing. It intends to invest primarily in companies that are leaders in their industries or have products and services that are dominant in the marketplace. The fund may also invest in common and preferred shares of closed-end investment companies (also known as "closed-end funds").
Fees are High compared to funds in the same category.
Ancora Equity Fund has an expense ratio of 2.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.