AATSX Mutual Fund (Ancora/Thelen Small Mid-Cap Fund Class S) is managed by Ancora Funds with $102.4M in net assets. AATSX expense ratio is 1.01%, holding 102 positions across sectors including Industrials, Unknown, Consumer Discretionary. Inception date: 2015-06-19.

AATSX performance shows a YTD return of 9.57%. The 1-year return is 17.86% and the 5-year return is 6.73%. AATSX dividend yield stands at 7.81%, paid annually.

AATSX 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 AATSX holdings, sector breakdown, or dividend history.

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