Ancora Income Fund Quote
| AAIIX Fund | USD 7.35 0.02 0.27% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Ancora Income is trading at 7.35 as of the 28th of November 2024; that is 0.27 percent increase since the beginning of the trading day. The fund's open price was 7.33. Ancora Income has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Ancora Income Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund pursues its income objective by investing primarily in income-producing securities . It invests in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund will invest 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.. More on Ancora Income Fund
Moving together with Ancora Mutual Fund
Ancora Mutual Fund Highlights
| Fund Concentration | Ancora Funds, Large Funds, Preferred Stock Funds, Preferred Stock, Ancora (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Ancora Income Fund [AAIIX] is traded in USA and was established 28th of November 2024. Ancora Income is listed under Ancora category by Fama And French industry classification. The fund is listed under Preferred Stock category and is part of Ancora family. This fund presently has accumulated 34.9 M in assets under management (AUM) with minimum initial investment of 5 K. Ancora Income is currently producing year-to-date (YTD) return of 11.05% with the current yeild of 0.05%, while the total return for the last 3 years was 2.48%.
Check Ancora Income 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 Income 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 Income Fund Mutual Fund Constituents
| BPYPP | Brookfield Property Partners | Preferred Stock | Real Estate | |
| EVV | Eaton Vance Limited | Fund | Asset Management | |
| MINT | PIMCO Enhanced Short | Etf | Ultrashort Bond | |
| WIW | Western Asset Claymore | Etf | Asset Management | |
| VGSH | Vanguard Short Term Treasury | Etf | Short Government | |
| STPZ | PIMCO 1 5 Year | Etf | Short-Term Inflation-Protected Bond | |
| SHY | iShares 1 3 Year | Etf | Short Government | |
| SHV | iShares Short Treasury | Etf | Ultrashort Bond |
Ancora Income Risk Profiles
| Mean Deviation | 0.2322 | |||
| Semi Deviation | 0.2156 | |||
| Standard Deviation | 0.2989 | |||
| Variance | 0.0893 |
Ancora Income Against Markets
Other Information on Investing in Ancora Mutual Fund
Ancora Income 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 Income security.
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