| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
3
1
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 113 Small Value 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 27.76 percent over the past year, and 12.88 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.7% |
| 1 Year | 27.8% |
| 3 Years (Annualized) | 12.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Ancora MicroCap Fund has an expense ratio of 2.37 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
