AAIIX Mutual Fund (Ancora Income Fund Class I) is managed by Ancora Funds with $50.6M in net assets. AAIIX expense ratio is 0.90%, holding 85 positions across sectors including Financials, Other, Unknown. Inception date: 2004-01-05.

AAIIX performance shows a YTD return of 0.82%. The 1-year return is 5.44% and the 5-year return is 2.33%. AAIIX dividend yield stands at 5.87%, paid monthly.

AAIIX top holdings include Texas Capit Sr B 5.75 Pfd (3.6%), Tpg Operating Group Ii Lp (2.5%), Synchrony Financial Series A 5.63% Preferred (2.4%), Merchants Bancorp Series E, 7.625% (2.4%), Carlyle Finance Llc (2.1%). View all AAIIX holdings, sector breakdown, or dividend history.

AAIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AAIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.