AATIX – Ancora/Thelen Small-Mid Cap I Investment Strategy | Morningstar

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Strategy

The investment seeks to obtain capital appreciation. The fund normally will invest at least 80% of its net assets in the equity securities of "small to mid cap" companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is $10 billion or less at the time of investment.

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
AATIX	Ancora/Thelen Small-Mid Cap Fund Class I	Institutional	Open			Jan 2, 2013	$122.12M	1.200%	High	$5,000	−$6.17M
AATSX	Ancora/Thelen Small-Mid Cap Fund Class S	Institutional	Open			Jun 19, 2015	$75.09M	1.000%	Above Average	$2M	−$10.61M

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