Morningstar

Ancora Income Fund Class I AAIIX

Medalist Rating as of Sep 30, 2026 See Ancora Investment Hub

Strategy

The investment seeks a high level of income with a secondary objective of capital appreciation. The fund pursues its income objective by investing primarily in income-producing securities (such as debt securities, preferred stocks, high dividend-bearing common shares, common and preferred shares of closed-end investment companies). It invests in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund will invest only in securities of companies with market capitalizations of more than $500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AAIIX	Ancora Income Fund Class I	Institutional	Open			Jan 5, 2004	$55.03M	0.870%	Above Average	$5,000	$8.94M

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