Ancora/Thelen Small-Mid Cap Fund Class I

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.

The current price of AATIX fund is 18.96 USD — it has increased by 0.74% in the past 24 hours. Watch AATIX fund price performance more closely on the advanced chart.

AATIX fund has decreased by 0.00% in the past week, has increased by 4.46% in the past month, and has increased by 6.82% in the past year. See more data on AATIX fund chart.

As of 07 Jul 2025, the largest holdings include UGI Corp., Berry Global Group, Inc., Fortune Brands Innovations, Inc., Crane NXT Co., Nomad Foods Ltd., PotlatchDeltic Corp.. See the full list of AATIX fund holdings.

The AATIX fund consists of 8 holdings, including UGI Corp., Berry Global Group, Inc., Fortune Brands Innovations, Inc. and others. See the full list of AATIX fund holdings.

As of 07 Jul 2025, the AATIX fund consists of 8 holdings. See the full list of AATIX fund holdings.

The AATIX fund sectors include - and more.

The easiest way to buy AATIX fund is through an online broker. Some of the popular names are Vanguard, Fidelity, Schwab. Simply open an account, follow the procedures, and start trading. Alternatively, you can practice trading FUNDSs on Profit.com in Playtrade Tournaments or choose a recommended broker to trade directly.