Ancorathelen Small Mid Cap Fund Manager Performance Evaluation
| AATIX Fund | USD 19.75 0.07 0.36% |
The fund shows a Beta (market volatility) of 0.0954, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Ancora/thelen Small-mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ancora/thelen Small-mid is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Ancorathelen Small Mid Cap are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Ancora/thelen Small-mid may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio - Yahoo Finance | 11/12/2025 |
| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.2200 |
Ancora/thelen |
Ancora/thelen Small-mid Relative Risk vs. Return Landscape
If you would invest 1,765 in Ancorathelen Small Mid Cap on November 12, 2025 and sell it today you would earn a total of 203.00 from holding Ancorathelen Small Mid Cap or generate 11.5% return on investment over 90 days. Ancorathelen Small Mid Cap is currently producing 0.1844% returns and takes up 1.0832% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Ancora/thelen, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ancora/thelen Small-mid Current Valuation
Undervalued
Today
Please note that Ancora/thelen Small-mid's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Ancora/thelen Small-mid shows a prevailing Real Value of $20.58 per share. The current price of the fund is $19.75. We determine the value of Ancora/thelen Small-mid from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Ancora/thelen Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ancora/thelen Mutual Fund. However, Ancora/thelen Small-mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.75 | Real 20.58 | Hype 19.76 |
The intrinsic value of Ancora/thelen Small-mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Ancora/thelen Small-mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Ancorathelen Small Mid Cap helps investors to forecast how Ancora/thelen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Ancora/thelen Small-mid more accurately as focusing exclusively on Ancora/thelen Small-mid's fundamentals will not take into account other important factors: Ancora/thelen Small-mid Target Price Odds to finish over Current Price
The tendency of Ancora/thelen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 19.75 | 90 days | 19.75 | under 4 |
Based on a normal probability distribution, the odds of Ancora/thelen Small-mid to move above the current price in 90 days from now is under 4 (This Ancorathelen Small Mid Cap probability density function shows the probability of Ancora/thelen Mutual Fund to fall within a particular range of prices over 90 days) .
Ancora/thelen Small-mid Price Density |
| Price |
Predictive Modules for Ancora/thelen Small-mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Ancora/thelen Small-mid. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Ancora/thelen Small-mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Ancora/thelen Small-mid is not an exception. The market had few large corrections towards the Ancora/thelen Small-mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Ancorathelen Small Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Ancora/thelen Small-mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | 0.1 | |
σ | Overall volatility | 0.81 | |
Ir | Information ratio | 0.09 |
Ancora/thelen Small-mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Ancora/thelen Small-mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Ancora/thelen Small-mid can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 5.66% of its assets under management (AUM) in cash |
Ancora/thelen Small-mid Fundamentals Growth
Ancora/thelen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ancora/thelen Small-mid, and Ancora/thelen Small-mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Ancora/thelen Mutual Fund performance.
| Price To Earning | 21.25 X | ||||
| Price To Book | 1.92 X | ||||
| Price To Sales | 0.96 X | ||||
| Total Asset | 135.28 M | ||||
About Ancora/thelen Small-mid Performance
Evaluating Ancora/thelen Small-mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ancora/thelen Small-mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Ancora/thelen Small-mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. companies, or is 10 billion or less at the time of investment.Things to note about Ancora/thelen Small-mid performance evaluation
Checking the ongoing alerts about Ancora/thelen Small-mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ancora/thelen Small-mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 5.66% of its assets under management (AUM) in cash |
- Analyzing Ancora/thelen Small-mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Ancora/thelen Small-mid's stock is overvalued or undervalued compared to its peers.
- Examining Ancora/thelen Small-mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Ancora/thelen Small-mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ancora/thelen Small-mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ancora/thelen Small-mid's mutual fund. These opinions can provide insight into Ancora/thelen Small-mid's potential for growth and whether the stock is currently undervalued or overvalued.
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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