Morningstar

Ancora/Thelen Small-Mid Cap Fund Class I AATIX

Morningstar Medalist Rating
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Medalist Rating as of See Ancora Investment Hub
  • NAV / 1-Day Return$19.59  /  −1.61%
  • Fund Size$207.1M
  • Adjusted Expense Ratio1.200%
  • Net Expense Ratio1.200%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Value
  • Equity Style Box (Funds)Small Value
  • Minimum Initial Investment$5,000
  • Investment StatusOpen
  • TTM Yield0.25%
  • Turnover Ratio95%
NAV and 1-Day Return as of

Morningstar’s Analysis AATIX

Will AATIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AATIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AATIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AATIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ancora/Thelen Small-Mid Cap I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AATIX

More AATIX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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