Ancora Microcap Fund Quote
| ANCIX Fund | USD 17.84 0.13 0.73% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Ancora Microcap is trading at 17.84 as of the 26th of November 2024; that is 0.73 percent increase since the beginning of the trading day. The fund's open price was 17.71. Ancora Microcap 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 Microcap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of January 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the assets in equity securities of companies whose equity securities have a total market value of under 700,000,000. Equity securities consist of common stock, preferred stock and securities convertible into common or preferred stock. More on Ancora Microcap Fund
Moving together with Ancora Mutual Fund
| 0.86 | AATSX | Ancora/thelen Small-mid | PairCorr |
| 0.92 | AATIX | Ancora/thelen Small-mid | PairCorr |
| 0.79 | ADEIX | Proxy Voting Where | PairCorr |
| 0.87 | VSIIX | Vanguard Small Cap | PairCorr |
Moving against Ancora Mutual Fund
Ancora Mutual Fund Highlights
| Fund Concentration | Ancora Funds, Large Funds, Small Value Funds, Small Value, Ancora, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Ancora Microcap Fund [ANCIX] is traded in USA and was established 26th of November 2024. Ancora Microcap 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 15.74 M in assets under management (AUM) with minimum initial investment of 5 K. Ancora Microcap is currently producing year-to-date (YTD) return of 7.14% with the current yeild of 0.01%, while the total return for the last 3 years was 6.45%.
Check Ancora Microcap 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 Microcap 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 Microcap Fund Mutual Fund Constituents
| IVAC | Intevac | Stock | Information Technology | |
| COWN | Cowen Group | Stock | Financials | |
| NWPX | Northwest Pipe | Stock | Industrials | |
| TURN | 180 Degree Capital | Stock | Financials | |
| ITI | Iteris Inc | Stock | Information Technology | |
| JVA | Coffee Holding Co | Stock | Consumer Staples | |
| ACLS | Axcelis Technologies | Stock | Information Technology | |
| USAP | Universal Stainless Alloy | Stock | Materials |
Ancora Microcap Risk Profiles
| Mean Deviation | 0.8159 | |||
| Semi Deviation | 0.7222 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 |
Ancora Microcap Against Markets
Other Information on Investing in Ancora Mutual Fund
Ancora Microcap 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 Microcap security.
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