AATIX Mutual Fund

AATIX Mutual Fund (Ancora/Thelen Small Mid-Cap Fund Class I) is managed by Ancora Funds with $136.8M in net assets. AATIX expense ratio is 1.20%, holding 102 positions across sectors including Industrials, Consumer Discretionary, Real Estate. Inception date: 2013-01-02.

AATIX performance shows a YTD return of 8.06%. The 1-year return is 12.93% and the 5-year return is 6.02%. AATIX dividend yield stands at 8.08%, paid annually.

AATIX top holdings include Rayonier Inc (4.6%), Aptiv Ltd (3.0%), Amentum Holdings Inc. (2.8%), MONEY MARKET FUND (2.7%), Middleby Corp Common Stock Usd.01 (2.6%). Go to all AATIX holdings, AATIX sectors, or AATIX dividends.

AATIX can be compared against other funds. Use AATIX overlap to find shared positions, or AATIX vs another fund for a side-by-side view. AATIX alternatives are available via the screener, along with tax-loss harvesting opportunities.