Ancora Microcap Fund Quote
| ANCIX Fund | USD 16.50 0.15 0.92% |
PerformanceVery Weak
| Odds Of DistressLow
|
Ancora Microcap is trading at 16.50 as of the 17th of February 2025; that is 0.92 percent increase since the beginning of the trading day. The fund's open price was 16.35. Ancora Microcap has about a 21 % 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 18th of January 2025 and ending today, the 17th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the assets in equity securities of companies whose equity securities have a total market value of under 700,000,000. Equity securities consist of common stock, preferred stock and securities convertible into common or preferred stock. More on Ancora Microcap Fund
Moving together with ANCORA Mutual Fund
ANCORA Mutual Fund Highlights
| Fund Concentration | Ancora Funds, Large Funds, Small Value Funds, Small Value, Ancora, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Ancora Microcap Fund [ANCIX] is traded in USA and was established 17th of February 2025. Ancora Microcap 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 15.74 M in assets under management (AUM) with minimum initial investment of 5 K. Ancora Microcap is currently producing year-to-date (YTD) return of 1.91%, while the total return for the last 3 years was 6.94%.
Check Ancora Microcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on ANCORA Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ANCORA Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ancora Microcap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ancora Microcap Fund Mutual Fund Constituents
| AXTI | AXT Inc | Stock | Information Technology | |
| LAKE | Lakeland Industries | Stock | Consumer Discretionary | |
| FLXS | Flexsteel Industries | Stock | Consumer Discretionary | |
| TIPT | Tiptree | Stock | Financials | |
| PESI | Perma Fix Environmental Svcs | Stock | Industrials | |
| FSTR | LB Foster | Stock | Industrials | |
| GIFI | Gulf Island Fabrication | Stock | Energy | |
| DFIN | Donnelley Financial Solutions | Stock | Financials |
Ancora Microcap Risk Profiles
| Mean Deviation | 0.7919 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.54 | |||
| Risk Adjusted Performance | (0.03) |
Ancora Microcap Against Markets
Other Information on Investing in ANCORA Mutual Fund
Ancora Microcap financial ratios help investors to determine whether ANCORA 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 with respect to the benefits of owning Ancora Microcap security.
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