Ancora/thelen Small-mid is trading at 17.74 as of the 24th of March 2025; that is 1.11 percent decrease since the beginning of the trading day. The fund's open price was 17.94. Ancora/thelen Small-mid has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The fund normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. AncoraThelen Small is traded on NASDAQ Exchange in the United States. More on Ancorathelen Small Mid Cap
Ancorathelen Small Mid Cap [AATIX] is traded in USA and was established 24th of March 2025. Ancora/thelen Small-mid is listed under Ancora category by Fama And French industry classification. The fund is listed under Small Value category and is part of Ancora family. This fund presently has accumulated 145.94 M in assets under management (AUM) with no minimum investment requirementsAncora/thelen Small-mid is currently producing year-to-date (YTD) return of 0.16% with the current yeild of 0.0%, while the total return for the last 3 years was 6.4%.
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Instrument Allocation
Top Ancorathelen Small Mid Cap Mutual Fund Constituents
Other Information on Investing in Ancora/thelen Mutual Fund
Ancora/thelen Small-mid financial ratios help investors to determine whether Ancora/thelen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ancora/thelen with respect to the benefits of owning Ancora/thelen Small-mid security.