ANCIX Mutual Fund

ANCIX Mutual Fund

NAV$14.43
See how much of ANCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$15M
Expense Ratio
1.70%
Dividend Yield (Current)
4.08%
Holdings
54
Inception Date
Sep 2, 2008
Fund Family
Ancora Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.68%
1 Year+2.24%
3 Year+6.33%
5 Year+9.14%
10 Year+9.95%

Asset Allocation

Stocks: 95.49%
Cash: 4.51%
See how much of ANCIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
4.08%
Frequency
Annually
Latest Distribution
$0.16
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ANCIX Mutual Fund Overview

ANCIX Mutual Fund (Ancora Microcap Fund Class I) is managed by Ancora Funds with $15.0M in net assets. ANCIX expense ratio is 1.70%, holding 54 positions across various sectors. Inception date: 2008-09-02.

ANCIX performance shows a YTD return of 5.68%. The 1-year return is 2.24% and the 5-year return is 9.14%. ANCIX dividend yield stands at 4.08%, paid annually.

ANCIX top holdings include a diversified portfolio. Go to all ANCIX holdings, ANCIX sectors, or ANCIX dividends.

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