Ancora - Asset Management Company | Morningstar

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Ancora Investments

Mutual Funds

See All Ancora Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

273.31 Mil

Investment Flows (TTM)

−4.96 Mil

Asset Growth Rate (TTM)

−2.22%

# of Share Classes

5

Star Rating Breakdown

Fee Level Breakdown

Morningstar Rating	# of Share Classes
	0
	4
	1
	0
	0
Not Rated	0
		0% 50 100

Name	Morningstar Rating Overall	5-Year Category Rank
Ancora MicroCap I		18
Ancora/Thelen Small-Mid Cap S		20
Ancora/Thelen Small-Mid Cap I		25
Ancora Income I		29
Ancora Dividend Value Equity I		—

View All 5-Star Standouts

Morningstar Mentions

C.H. Robinson: Hires Ford Exec as New CEO in Surprising Move

Matthew Young, CFA Jun 6, 2023

Regional Bank Turmoil Reveals Risks and Opportunities for Bond-Fund Managers

Shannon Kirwin Mar 17, 2023

Morningstar Medalist bond funds have emerged largely unscathed from recent bank collapses.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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