Ancora/Thelen Small-Mid Cap Fund

Class Inst (AATIX)

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The fund has returned 35.76 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 3.4%
1 Year 35.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks to obtain capital appreciation. The fund normally will invest at least 80% of its net assets in the equity securities of "small to mid cap" companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is $10 billion or less at the time of investment.

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