AATSX Mutual Fund

AATSX Mutual Fund (Ancora/Thelen Small Mid-Cap Fund Class S) is managed by Ancora Funds with $97.0M 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 6.72%. AATSX dividend yield stands at 7.91%, paid annually.

AATSX 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 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.