AATIX Mutual Fund (Ancora/Thelen Small Mid-Cap Fund Class I) is managed by Ancora Funds with $137.6M in net assets. AATIX expense ratio is 1.22%, holding 102 positions across sectors including Industrials, Unknown, Consumer Discretionary. Inception date: 2013-01-02.

AATIX performance shows a YTD return of 9.55%. The 1-year return is 17.67% and the 5-year return is 6.02%. AATIX dividend yield stands at 7.97%, paid annually.

AATIX top holdings include Rayonier Inc Cash Accrual 2 (4.6%), Aptiv Plc Ord Sh (3.0%), nanamentum holdings inc common stock (2.8%), Federated Government 2026-01-02 (2.7%), Middleby Corp/the (2.6%). View all AATIX holdings, sector breakdown, or dividend history.

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