AATSX Fund Price, Chart & News

SeekingAlpha

Dec 10, 2024

Activist investor Ancora pitches Amcor with its planned acquisition of Berry

SeekingAlpha

Nov 18, 2024

Harmonic gains on report activist Ancora calls for sale

CNBC

Nov 14, 2024

Ancora, Norfolk Southern strike settlement deal to avert proxy fight

SeekingAlpha

Aug 20, 2024

Forward Air gains after activist Ancora pushes for strategic review, sale

CNBC

May 9, 2024

Activist Ancora wins three board seats at Norfolk Southern but falls short of ousting CEO

@ReutersBiz

May 2, 2024

Egan Jones recommends Ancora's board nominees in Norfolk Southern proxy fight https://t.co/drGNO3d1Ox https://t.co/l0sdToPNOy

About

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.

General Information

Type

FUND

Exchange

NMFQS

Currency Code

USD

Currency Name

US Dollar

Country Name

USA

Country ISO

US

ISIN

US03332V7249

CUSIP

03332V724

Fund Family

Ancora

Inception Date

-

Updated At

-

Key Stats

Net Assets

145.9M

Share Class Net Assets

48M

Fiscal Year End

December

Expense Ratio

1

Expense Ratio Date

-

Asset Allocation

% Long

% Short

% Net Assets

Category Average

Benchmark

Stock US

93.65%

0.00%

93.65%

94.64%

98.45%

Non US Stock

3.45%

0.00%

3.45%

3.75%

1.55%

Cash

2.90%

0.00%

2.90%

1.51%

0.00%

Not Classified

0.00%

Other

0.00%

0.21%

0.00%

Bond

0.00%

0.09%

0.00%

Total

100.00%

0.00%

100.00%

100.20%

100.00%

Ratings

Rating

-

Risk Rating

-

Sustainability Ratio

-

Equity Style Box

Size

Large

Mid

Small

Style

Value

Blend

Growth

Ancora/Thelen Small-Mid Cap Fund Class S

Day Range

52 Week Range

Total Assets

Latest News

About

General Information

Key Stats

Asset Allocation

Ratings

Equity Style Box

Latest News