Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Ancora Mutual Funds
View all of Ancora’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Ancora Mutual Funds List
1 to 4 of 4 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Ancora Income Fund Class I | AAIIX | Preferred Stock | −1.71% | 78 | 0.870% | Above Average | Institutional | $5,000 | ||
| Ancora/Thelen Small-Mid Cap Fund Class S | AATSX | Small Value | 10.58% | 93 | 1.000% | Above Average | Institutional | $2M | ||
| Ancora/Thelen Small-Mid Cap Fund Class I | AATIX | Small Value | 10.37% | 94 | 1.200% | High | Institutional | $5,000 | ||
| Ancora Dividend Value Equity Fund Class I | ADEIX | Large Value | 9.62% | 96 | 1.010% | High | Institutional | $5,000 |
Ancora Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States