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Mutual Fund Insights: Ancora Special Opportunity D Fund (ANSDX)

In-depth Analysis of Ancora Special Opportunity D Fund (ANSDX)

Mutual fund chart: Ancora Special Opportunity D Fund (ANSDX)

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See Ancora Special Opportunity D Fund (ANSDX) performance details as of January 31, 2010

  

    Last Trade: $4.77 on 3/15/2010, Change: +0.01 (0.21%)
Experiment our closing price forecasting tool for Ancora Special Opportunity D Fund (ANSDX) (alpha release)

  

Fund Manager - Richard A. Barone

Fund Manager Tenure: 6.2 years   [Similar Funds: ANSCX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Barone became chairman of the Maxus Investment Group in 1973. Previously, he spent six years as vice president of J.N. Russell. Barone is also a financial principal with the National Association of Security Dealers.  Get more insights on Richard A. Barone

  

What we like about Ancora Special Opportunity D Fund (ANSDX) What we like about Ancora Special Opportunity D Fund (ANSDX)

Data for Ancora Special Opportunity D Fund (ANSDX) as of January 31, 2010

  • Ancora Special Opportunity D Fund (ANSDX) management has been with Ancora Special Opportunity D Fund for 6.2 years
  • Ancora Special Opportunity D Fund (ANSDX) has good short-term performance (1-year return 97.93% vs 44.52% Small Value category average)
  • Ancora Special Opportunity D Fund (ANSDX) has good mid-term performance (3-year return -2.17% vs -7.42% Small Value category average)
  • Ancora Special Opportunity D Fund (ANSDX) has good Long-term performance (5-year return 1.53% vs 0.77% Small Value category average)

  

What we are cautious about Ancora Special Opportunity D Fund (ANSDX) What we are cautious about Ancora Special Opportunity D Fund (ANSDX)

Data for Ancora Special Opportunity D Fund (ANSDX) as of January 31, 2010

  • Ancora Special Opportunity D Fund is a focused fund with 71.77% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Ancora Special Opportunity D Fund (ANSDX) ratio of up-years vs down years can be improved
  • Ancora Special Opportunity D Fund (ANSDX) has a Morningstar rating of 3 and below
  • Ancora Special Opportunity D Fund (ANSDX) has an annual stock turnover rate of 211.26% that is higher than the Small Value average of 83.25%. This could mean Ancora Special Opportunity D is more nimble, but also signal potential high tax impact and high trading fees
  • Ancora Special Opportunity D Fund (ANSDX) is more volatile than its peers as it has a 3-year Standard Deviation of 30.64 that is higher than category average of 25.43
  • Ancora Special Opportunity D Fund (ANSDX) has a higher management fee of 2.64% than its Small Value average of 1.50%
  • Even though Ancora Special Opportunity D Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Ancora Special Opportunity D Fund (ANSDX) performance details as of January 31, 2010

  

  

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Ancora Special Opportunity D Fund (ANSDX) Net Asset

Track net asset change of Ancora Special Opportunity D fund (ANSDX)

DateNet Asset
01/2010$3.16M
11/2009$3.03M
10/2009$3.07M
More historic net asset information on Ancora Special Opportunity D Fund (ANSDX)

  

Ancora Special Opportunity D Fund (ANSDX) Portfolio Allocation

Track portfolio allocation change of Ancora Special Opportunity D fund (ANSDX)

DateCashStockBondOther
09/200936.2%54.04%0.07%9.68%
03/200917.69%79.45%0%2.87%
Click here to see more historic asset allocation information on Ancora Special Opportunity D Fund (ANSDX)

  

Most Recent Top 10 Holdings in Ancora Special Opportunity D Fund (ANSDX)

Discover what Ancora Special Opportunity D Fund (ANSDX) manager is buying

30-Sep-09
First American Government Oblig Y [33.83%]
GANNETT CO INC [6.86%]
[5.45%]
Prologis Pfd [4.4%]
Nuveen Core Equity Alpha [4.23%]
Mace Security International, In [3.98%]
Boulder Growth & Income [3.57%]
Hrpt Pptys Tr Pfd [3.54%]
SAFEGUARD SCIENTIFIC [3.08%]
NGP Capital Resources Company [2.83%]

31-Mar-09
First American Funds Institutional Class Y, 0.08% [17.76%]
[8.16%]
John Hancock Patriot Select Dividend [6.25%]
HLTH MGMT ASSOC A [6.08%]
[5.58%]
Mace Security International, In [5.16%]
Lsi Logic [5.01%]
Nicholas Applegate Fund [4.35%]
AmeriServ Financial Inc. [4.33%]
Adaptec, Inc. [3.68%]
Click here for Stock Holding Change Map in Ancora Special Opportunity D Fund (ANSDX)

  

Related books and products to Ancora Special Opportunity D Fund (ANSDX)

  

Latest News on Ancora Special Opportunity D (ANSDX)

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