Ancora Dividend Value Equity Fund Class I ADEIX Strategy

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Strategy

The investment seeks to provide growth of income and long-term capital appreciation. Under normal circumstances, at least 80% of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. The Advisor may select companies not domiciled in the U.S. by investing in ADRs limited to 25% of the fund.

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
ADEIX
Ancora Dividend Value Equity Fund Class IInstitutionalOpen $41.45M1.010%High$5,000−$8.40M

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