AATSX Mutual Fund

AATSX Mutual Fund (Ancora/Thelen Small Mid-Cap Fund Class S) is managed by Ancora Funds with $94.5M in net assets. AATSX expense ratio is 1.00%, holding 102 positions across sectors including Industrials, Consumer Discretionary, Real Estate. Inception date: 2015-06-19.

AATSX performance shows a YTD return of 8.13%. The 1-year return is 13.16% and the 5-year return is 6.73%. AATSX dividend yield stands at 7.91%, paid annually.

AATSX top holdings include Rayonier Inc - Common (4.6%), Aptiv Plc Ord Sh (3.0%), nanamentum holdings inc common stock (2.8%), Federated Government Obligations Fund (2.7%), Middleby Corp/the (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.