Ancora/Thelen Small-Mid Cap Fund

Class Inst (AATIX)

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.22 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.0%
1 Year 25.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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.

Fees

Fees are Above Average compared to funds in the same category.
Ancora/Thelen Small-Mid Cap Fund has an expense ratio of 1.39 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Ancora Funds