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

Different Funds

We found 8,203 US Stocks Small Blend funds. Here they are ordered by FI Score.

Compare AATSX vs VIPSX

86% FI Score
  • vipsx
  • Mutual Fund
  • Bond
  • Government Bond

Vanguard Inflation-Protected Securities Fund Investor Shares

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare AATSX vs FFEDX

85% FI Score
  • ffedx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Index 2025 Fund Institutional Premium Class

Expenses: 0.08% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare AATSX vs FLTMX

85% FI Score
  • fltmx
  • Mutual Fund
  • Bond
  • Municipal Bond

Fidelity® Intermediate Municipal Income Fund

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare AATSX vs FPADX

85% FI Score
  • fpadx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

Fidelity® Emerging Markets Index Fund

Expenses: 0.08% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare AATSX vs MDIDX

85% FI Score
  • mdidx
  • Mutual Fund
  • International Stocks
  • Large Blend

MFS International Diversification Fund Class A

Expenses: 0.34% (Better than 1% of similar funds)

This is an OK choice for a Large Blend International Stocks fund. See why »

Compare AATSX vs BSV

85% FI Score
  • bsv
  • ETF
  • Bond
  • High Yield Bond

Vanguard Short-Term Bond Index Fund ETF Shares

Expenses: 0.07% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare AATSX vs NOBOX

85% FI Score
  • nobox
  • Mutual Fund
  • Bond
  • Total US Bond Market

Northern Bond Index Fund

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare AATSX vs DODIX

85% FI Score
  • dodix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Dodge & Cox Income Fund

Expenses: 0.42% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare AATSX vs JTGIX

85% FI Score
  • jtgix
  • Mutual Fund
  • Allocation
  • All-In-One

John Hancock Funds II Multimanager Lifestyle Growth Portfolio Class I

Expenses: 0.21% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare AATSX vs MWTIX

85% FI Score
  • mwtix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Metropolitan West Total Return Bond Fund Class I

Expenses: 0.44% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

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