AATSX Mutual Fund

AATSX Mutual Fund (Ancora/Thelen Small Mid-Cap Fund Class S) is managed by Ancora Funds with $78.6M in net assets. AATSX expense ratio is 1.00%, holding 95 positions across sectors including Industrials, Consumer Discretionary, Health Care. Inception date: 2015-06-19.

AATSX performance shows a YTD return of 4.78%. The 1-year return is 8.59% and the 5-year return is 5.95%. AATSX dividend yield stands at 8.16%, paid annually.

AATSX top holdings include Cash & Cash Equivalents (3.5%), Crane Nxt Co (3.3%), Nomad Foods, Ltd. (2.9%), Aptiv Ltd (2.6%), Atmus Filtration Technologies Inc (2.6%). Go to all AATSX holdings, AATSX sectors, or AATSX dividends.

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