ANISX Mutual Fund

ANISX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.86%
Dividend Yield (Current)
-
Holdings
94
Inception Date
Jan 5, 2004
Fund Family
Ancora Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 62.90%
Bonds: 35.02%
Cash: 2.08%
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Peer Comparison

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

ANISX Mutual Fund Overview

ANISX Mutual Fund (Ancora Income Fund Class S) is managed by Ancora Funds. ANISX expense ratio is 0.86%, holding 94 positions across various sectors. Inception date: 2004-01-05.

ANISX performance shows data across multiple time periods..

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

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