Morningstar

Ancora/Thelen Small-Mid Cap Fund Class S AATSX

Morningstar Medalist Rating
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Medalist Rating as of See Ancora Investment Hub
  • NAV / 1-Day Return $19.16  /  +0.84 %
  • Fund Size $201.7M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 0.39%
  • Turnover Ratio 95%
NAV and 1-Day Return as of

Morningstar’s Analysis AATSX

Will AATSX 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 AATSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AATSX 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 AATSX’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 S 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
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Portfolio Holdings AATSX

More AATSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

3.51 7M
Cash and Equivalents

Crane NXT Co

3.32 6M
Industrials

Nomad Foods Ltd

2.89 6M
Consumer Defensive

Aptiv PLC

2.61 5M
Consumer Cyclical

Atmus Filtration Technologies Inc

2.60 5M
Consumer Cyclical

Rayonier Inc

2.57 5M
Real Estate

Vontier Corp Ordinary Shares

2.57 5M
Technology

Concentra Group Holdings Parent Inc

2.43 5M
Healthcare

Millrose Properties Inc Class A

2.36 5M
Real Estate

International Flavors & Fragrances Inc

2.27 4M
Basic Materials

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