Ancorathelen Small Mid Cap Fund Quote
| AATIX Fund | USD 22.01 0.08 0.36% |
Performance17 of 100
| Odds Of DistressLess than 16
|
Ancorathelen Small is trading at 22.01 as of the 29th of November 2024; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 21.93. Ancorathelen Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Ancorathelen Small Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of June 2023 and ending today, the 29th of November 2024. 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
Moving together with Ancorathelen Mutual Fund
| 0.95 | ANCIX | Ancora Microcap | PairCorr |
| 1.0 | AATSX | Ancorathelen Small Mid | PairCorr |
| 0.9 | ADEIX | Proxy Voting Where | PairCorr |
| 0.99 | VSMAX | Vanguard Small Cap | PairCorr |
Moving against Ancorathelen Mutual Fund
Ancorathelen Mutual Fund Highlights
| Fund Concentration | Ancora Funds, Large Funds, Small Blend Funds, Small Blend, Ancora, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Ancorathelen Small Mid Cap [AATIX] is traded in USA and was established 29th of November 2024. Ancorathelen Small is listed under Ancora category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Ancora family. This fund presently has accumulated 145.94 M in assets under management (AUM) with no minimum investment requirementsAncorathelen Small Mid is currently producing year-to-date (YTD) return of 26.78% with the current yeild of 0.01%, while the total return for the last 3 years was 8.52%.
Check Ancorathelen Small 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 Ancorathelen 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 Ancorathelen 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
| VOYA | Voya Financial | Stock | Financials | |
| DIN | Dine Brands Global | Stock | Consumer Discretionary | |
| VNT | Vontier Corp | Stock | Information Technology | |
| AVYA | Avaya Holdings Corp | Stock | Information Technology | |
| PCH | PotlatchDeltic Corp | Stock | Real Estate | |
| ESI | Element Solutions | Stock | Materials | |
| ARNC | Arconic | Stock | Industrials | |
| UGI | UGI Corporation | Stock | Utilities |
Ancorathelen Small Mid Risk Profiles
| Mean Deviation | 0.7834 | |||
| Semi Deviation | 0.7173 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 |
Ancorathelen Small Against Markets
Other Information on Investing in Ancorathelen Mutual Fund
Ancorathelen Small financial ratios help investors to determine whether Ancorathelen 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 Ancorathelen with respect to the benefits of owning Ancorathelen Small security.
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