Ancora Equity D
One Chagrin Higlands 2000 Auburn Dr Cleveland OH 44122
Map
Phone: 866-626-2672
| Category: | Large Blend | | Fund Family: | Ancora | | Net Assets: | 3.86M | | Year-to-Date Return: | -31.93% | | Yield: | 0.58% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jan-04 |
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Richard A. Barone
Lead Manager since
05-Jan-04 | | | Barone became chairman of the Maxus Investment Group in 1973. Previously, he spent six years as vice president of J.N. Russell. Barone is also a financial principal with the National Association of Security Dealers. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks a high total return, a combination of income and capital appreciation in the value of its shares. The fund invests at least 80% of the assets in equity securities that have market capitalization of $500 million or more. It may invest up to 100% of assets in cash or cash equivalents, high-quality, short-term debt securities, money market instruments and money market mutual funds. |
| Last Dividend
(26-Dec-07):
| 0.05 | | Last Cap Gain
(26-Dec-07):
| 0.84 | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 71.85% |
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| Expense | ANQDX | Category
Avg | | Total Expense Ratio: | 2.47%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$612 | $572 | | 5 Yr Expense Projection*: |
$1,052 | $876 | | 10 Yr Expense Projection*: |
$2,275 | $2,504 |
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1.83% Nasdaq 0.00%
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