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Ancora/Thelen Small-Mid Cap Fund Class S

Ancora/Thelen Small-Mid Cap Fund Class S

AATSX ยท NMFQS
AATSX ยท NMFQS
18.97
USD-0.08-0.42%
Ancora/Thelen Small-Mid Cap Fund Class S
AATSX
18.97
USD-0.08-0.42%

Sector weight

Sector
Equity %
Category Average
Industrials
28.14%
17.21%
Consumer Cyclical
13.28%
12.72%
Real Estate
10.33%
6.13%
Consumer Defensive
6.88%
4.63%
Communication Services
6.82%
2.29%
Technology
6.70%
9.89%
Utilities
6.51%
3.04%
Government
6.51%
5.49%
Municipal
6.51%
0.00%
Corporate
6.51%
0.00%
Securitized
6.51%
2.36%
Cash and Equivalents
6.51%
92.15%
Derivative
6.51%
0.00%
Financial Services
6.48%
25.71%
Healthcare
5.90%
6.32%
Basic Materials
5.82%
5.60%
Energy
3.15%
6.46%

World Regions

Region
Equity %
Category Average
North America
98.39%
97.44%
Latin America
0.69%
0.99%
Asia Emerging
0.51%
0.30%
United Kingdom
0.22%
0.90%
Europe Developed
0.15%
0.22%
Africa/Middle East
0.04%
0.11%
Asia Developed
0.01%
0.03%
Japan
0.00%
0.00%
Australasia
0.00%
0.01%
Europe Emerging
0.00%
0.00%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
2.67K USD
5.3K USD
4.17K USD
Small
47.91%
77.96%
66.06%
Micro
38.09%
10.26%
26.21%
Medium
9.03%
8.56%
6.79%
Giant
0.00%
0.00%
0.00%
Large
0.00%
0.57%
0.82%

Valuation and Growth

Growth Rates
AATSX.US
Category Average
Price/Prospective Earnings
14.60%
11.66%
Price/Cash Flow
6.91%
6.32%
Dividend Yield
1.61%
2.88%
Price/Book
1.60%
1.33%
Price/Sales
0.94%
1.01%
Valuation Rates
AATSX.US
Category Average
Long-Term Earnings
8.02%
8.65%
Sales Growth
-2.55%
3.27%
Cash-Flow Growth
-4.48%
0.50%
Book-Value Growth
-11.85%
9.51%
Historical Earnings
-16.21%
2.83%

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