Ancora/thelen Small-mid is trading at 17.74 as of the 23rd 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 21st of February 2025 and ending today, the 23rd 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. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. More on Ancorathelen Small Mid Cap
Ancorathelen Small Mid Cap [AATIX] is traded in USA and was established 23rd 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%.
Check Ancora/thelen Small-mid 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/thelen 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/thelen 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 Ancorathelen Small Mid Cap 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 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.
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