Ancora Special Opportunity Fund

Scorecard
2 / 5 Stars
Lipper
1 1 4 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Fees

Updated 04.30.2014

Maximum Sales Fees %
Initial
Deferred

Updated 04.30.2014

Maximum Fees %
Administrative 0.1
Management 1.0
Redemption

Updated 04.30.2014

Actual Fees %
12b-1 0.75
Management 1.0
Net Expense Ratio: Annual Report 2.59
Net Expense Ratio: Prospectus 3.05

Updated 07.03.2014

Total Cost Projections
3-Year $942.00
5-Year $1,601.00
10-Year $3,365.00

Purchase Information

Updated 04.30.2014

Minimum Investments
Initial $5,000.00
Additional $1,000.00
Initial IRA $5,000.00
Additional IRA $1,000.00
Initial AIP $5,000.00
Additional AIP $100.00