The Ancora/Thelen Small-Mid Cap Fund Class I is a mutual fund focused on achieving capital appreciation by investing primarily in equity securities of U.S. companies with market capitalizations between $100 million and $10 billion. The fund employs a rigorous selection process, beginning with a broad universe of around 3,000 publicly listed stocks and refining this to a concentrated portfolio of approximately 50 to 75 holdings. It targets companies that possess strong franchise value but may be overlooked, out of favor, or underfollowed by mainstream analysts. Additionally, the fund seeks opportunities in special situations such as spinoffs and corporate restructurings, offering unique exposure to misunderstood market segments. With a minimum investment requirement of $5,000 and an expense ratio of 1.21%, the fund is categorized as small-value, focusing on undervalued businesses with stable fundamentals. Since its inception in 2013, the Ancora/Thelen Small-Mid Cap Fund Class I has positioned itself as a specialized option for investors interested in the growth potential of small- and mid-sized U.S. companies, serving as a distinct allocation within diversified equity portfolios.
Based on technical indicators and chart patterns, AATIX shows...
Market sentiment analysis indicates...