3 / 5 Stars
3 2 3 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#64 in Small Value
U.S. News evaluated 117 Small Value 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 26.21 percent over the past year, 9.17 percent over the past three years, and 24.70 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||24.7%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of the assets in equity securities of companies whose equity securities have a total market value of under $500,000,000. Equity securities consist of common stock, preferred stock and securities convertible into common or preferred stock. It emphasizes a "value" style of investing. In deciding which securities to buy and which to sell, the Advisor will give primary consideration to fundamental factors.
Fees are High compared to funds in the same category.
Ancora MicroCap Fund has an expense ratio of 2.87 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.