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Ancora Income D (ANIDX)

On Nov 24: 8.44 USD  Up 0.01 (0.12%)  
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ANCORA INCOME FUND CLASS D Delayed quote dataEdit
Net Asset Value: 8.44
Trade Time: Nov 24
Change: Up 0.01 (0.12%)
Prev Close: 8.43
YTD Return*: 19.99%
Net Assets*: 6.81M
Yield*: 6.96%
* As of 31-Oct-09
Ancora Income D (ANIDX)
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HEADLINES
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 6.81M
Category: Intermediate-Term Bond
Total Expense Ratio: 1.75%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 19.99%
5y Avg Return: 2.48%
Rank in Category (ytd): 123
% Rank in Category (ytd): 10.96%
Beta (3y): 1.70
Morningstar Risk Rating: High
Performance Details - Risk Details

FUND SUMMARY
The investment seeks a high level income with a secondary objective of capital appreciation. The fund primarily invests at least 80% of the assets in income-producing securities. Certain of the debt securities and preferred stocks in which the Fund invests may be convertible into common shares (?convertible securities?). It invests in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund invests only in securities of companies with market capitalizations of more than $500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount.
Fund Profile


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