2 / 5 Stars
1 1 4 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#63 in Small Value
U.S. News evaluated 122 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 15.35 percent over the past year, 13.34 percent over the past three years, 16.37 percent over the past five years, and 6.45 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||6.5%|
The investment seeks to obtain a high total return, through a combination of income and capital appreciation in the value of its shares. The fund pursues its objective of obtaining a high total return by seeking out and investing in companies which the Advisor believes have the potential for superior returns. It normally invests at least 80% of the assets in publicly traded equity securities of such companies (such as common stock, preferred stock and securities convertible into common or preferred stock), including equity securities of closed-end funds. The fund may also invest in common and preferred shares of closed-end investment companies.
Fees are Low compared to funds in the same category.
Ancora Special Opportunity Fund has an expense ratio of 2.59 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.