AATSX : Ancora/Thelen Small-Mid Cap Fund Class S

AATSX is a US Stocks Market Small Blend with MODERATE fees.

AATSX

Ancora/Thelen Small-Mid Cap Fund Class S

FI Score

35 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

35% FI Score
  • aatsx
  • Mutual Fund
  • US Stocks
  • Small Blend

Ancora/Thelen Small-Mid Cap Fund Class S

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to obtain capital appreciation. The fund normally will invest at least 80% of its net assets in the equity securities of "small to mid cap" companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. companies, or is $10 billion or less at the time of investment.

Largest Holdings

Amount Holding
3.46% Arcosa Inc
3.18% Voya Financial Inc
3.09% Treehouse Foods Inc
3.03% Leidos Holdings Inc
2.74% Columbia Financial Inc
2.72% Nomad Foods Ltd
2.65% PotlatchDeltic Corp
2.62% Masco Corp
2.59% MDU Resources Group Inc
2.48% Vistra Energy Corp
2.39% Element Solutions Inc
2.37% Charles River Laboratories International Inc
2.34% DTE Energy Co
2.32% Cannae Holdings Inc Ordinary Shares
2.13% Wolverine World Wide Inc
1.84% Pentair PLC
1.80% Henry Schein Inc
1.78% SPX Corp
1.74% BioTelemetry Inc
1.69% Comfort Systems USA Inc
1.68% JBG SMITH Properties
1.61% Utah Medical Products Inc
1.60% BWX Technologies Inc
1.59% Liberty Braves Group
1.57% Black Knight Inc A

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