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Fund Intelligence | Best Managers | ANQDX Insights | ANQDX Score | ANQDX Performance | ANQDX Manager | ANQDX News | ANQDX Allocation | ANQDX Holdings Change

Mutual Fund Insights: Ancora Equity D Fund (ANQDX)

In-depth Analysis of Ancora Equity D Fund (ANQDX)

Mutual fund chart: Ancora Equity D Fund (ANQDX)

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See Ancora Equity D Fund (ANQDX) performance details as of February 28, 2010

  

    Last Trade: $9.73 on 3/19/2010, Change: -0.06 (-0.61%)
Experiment our closing price forecasting tool for Ancora Equity D Fund (ANQDX) (alpha release)

  

Fund Manager - Richard A. J. Barone

Fund Manager Tenure: 6.2 years   [Similar Funds: ANQCX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Barone became chairman of the Maxus Investment Group in 1973. Previously, Richard A. J. Barone spent six years as vice president of J.N. Russell. Richard A. J. Barone is also a financial principal with the National Association of Security Dealers.  Get more insights on Richard A. J. Barone

  

What we like about Ancora Equity D Fund (ANQDX) What we like about Ancora Equity D Fund (ANQDX)

Data for Ancora Equity D Fund (ANQDX) as of February 28, 2010

  • Ancora Equity D Fund (ANQDX) management has been with Ancora Equity D Fund for 6.2 years
  • Ancora Equity D Fund (ANQDX) has good short-term performance (1-year return 65.79% vs 53.54 % Large Blend category average)
  • Ancora Equity D Fund (ANQDX) has good Long-term performance (5-year return 1.64% vs 0.31 % Large Blend category average)
  • Ancora Equity D Fund (ANQDX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Ancora Equity D Fund (ANQDX) What we are cautious about Ancora Equity D Fund (ANQDX)

Data for Ancora Equity D Fund (ANQDX) as of February 28, 2010

  • Ancora Equity D Fund is a focused fund with 51.55% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Ancora Equity D Fund (ANQDX) has a less-than-ideal mid-term performance (3-year return -2.59% vs -5.77 % Large Blend category average)
  • Ancora Equity D Fund (ANQDX) has a Morningstar rating of 3 and below
  • Ancora Equity D Fund (ANQDX) has an annual stock turnover rate of 81.84% that is higher than the Large Blend average of 79.86%. This could mean Ancora Equity D is more nimble, but also signal potential high tax impact and high trading fees
  • Ancora Equity D Fund (ANQDX) is more volatile than its peers as it has a 3-year Standard Deviation of 23.98 that is higher than category average of 20.62
  • Ancora Equity D Fund (ANQDX) has a higher management fee of 1.86% than its Large Blend average of 1.11%
  • Even though Ancora Equity D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Ancora Equity D Fund (ANQDX) performance details as of February 28, 2010

  

  

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Ancora Equity D Fund (ANQDX) Net Asset

Track net asset change of Ancora Equity D fund (ANQDX)

DateNet Asset
02/2010$9.47M
01/2010$2.77M
11/2009$2.88M
More historic net asset information on Ancora Equity D Fund (ANQDX)

  

Ancora Equity D Fund (ANQDX) Portfolio Allocation

Track portfolio allocation change of Ancora Equity D fund (ANQDX)

DateCashStockBondOther
09/200910.8%87.25%0.16%1.8%
06/20097.95%91.15%0.33%0.57%
03/20098.12%90.61%0.56%0.72%
Click here to see more historic asset allocation information on Ancora Equity D Fund (ANQDX)

  

Most Recent Top 10 Holdings in Ancora Equity D Fund (ANQDX)

Discover what Ancora Equity D Fund (ANQDX) manager is buying

30-Sep-09
First American Government Oblig Y [9.36%]
Nuveen Core Equity Alpha [5.25%]
Gabelli Dividend & Income [5.23%]
INTL BUSINESS MACH [5.05%]
APACHE CP [4.84%]
BRISTOL-MYERS SQUIBB [4.75%]
NRG ENERGY INC [4.46%]
Boulder Total Return [4.43%]
GEN ELECTRIC CO [4.33%]
I T T CORPORATION [3.85%]

30-Jun-09
First American Government Oblig Y [6.72%]
Nuveen Core Equity Alpha [5.3%]
INTL BUSINESS MACH [5.06%]
BRISTOL-MYERS SQUIBB [4.92%]
Gabelli Dividend & Income [4.89%]
E M C CP [4.76%]
NRG ENERGY INC [4.72%]
Cisco Systems, Inc. [4.52%]
APACHE CP [4.37%]
GEN ELECTRIC CO [4.26%]

31-Mar-09
International Business Machines Corp [5.42%]
Nuveen Core Equity Alpha [5.26%]
E M C CP [4.78%]
PARKER HANNIFIN CP [4.75%]
Cisco Systems, Inc. [4.69%]
Gabelli Dividend & Income [4.67%]
Reaves Utility Income [4.52%]
APACHE CP [4.48%]
ABB LTD [3.9%]
I T T CORPORATION [3.77%]
Click here for Stock Holding Change Map in Ancora Equity D Fund (ANQDX)

  

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Latest News on Ancora Equity D (ANQDX)

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