Ancora/Thelen Small-Mid Cap S (AATSX)
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Ancora/Thelen Small-Mid Cap S
Cleveland, OH 44122
One Chagrin Higlands 2000 Auburn Dr
Ancora Trust
Management Information
Dan G. Thelen,Lead Manager since January 1, 2013
Dan Thelen, a portfolio manager with the Advisor, has managed the Ancora/Thelen Small-Mid Cap Fund since its inception in 2013. He was responsible for the management of institutional client portfolios as well as expanding the asset base of Ancora’s Family of Mutual Funds. Dan began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Blend
Fund FamilyAncora
Net Assets171.98M
YTD Return5.33%
Yield1.08%
Morningstar Rating★★★★
Inception DateJan 1, 2013
Fund Operations
Last Dividend0.20
Last Cap Gain18.00
Holdings Turnover85.30%
Average for CategoryN/A
Fees & Expenses
ExpenseAATSXCategory Average
Annual Report Expense Ratio (net)1.01%1.03%
Prospectus Net Expense Ratio1.01%N/A
Prospectus Gross Expense Ratio1.23%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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