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 INTF

68% FI Score
  • intf
  • ETF
  • International Stocks
  • Large Blend

iShares Edge MSCI Multifactor Intl ETF

Expenses: 0.30% (Better than 1% of similar funds)

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

Compare AATSX vs HQBYX

68% FI Score
  • hqbyx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Hartford Quality Bond Fund Class Y

Expenses: 0.02% (Better than 1% of similar funds)

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

Compare AATSX vs JBALX

68% FI Score
  • jbalx
  • Mutual Fund
  • Allocation
  • All-In-One

Janus Henderson Balanced Fund Class I

Expenses: 0.65% (Better than 1% of similar funds)

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

Compare AATSX vs JCAIX

68% FI Score
  • jcaix
  • Mutual Fund
  • Allocation
  • Total World

Janus Henderson Global Allocation Fund - Conservative Class I

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

This is an OK choice for a Total World Allocation fund. See why »

Compare AATSX vs JGIAX

68% FI Score
  • jgiax
  • Mutual Fund
  • Bond
  • Total US Bond Market

JPMorgan Income Fund Class A

Expenses: 0.65% (Better than 1% of similar funds)

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

Compare AATSX vs JNSAX

68% FI Score
  • jnsax
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2025 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

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

Compare AATSX vs FIGRX

68% FI Score
  • figrx
  • Mutual Fund
  • International Stocks
  • Large Growth

Fidelity® International Discovery Fund

Expenses: 0.76% (Better than 1% of similar funds)

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

Compare AATSX vs GMOIX

68% FI Score
  • gmoix
  • Mutual Fund
  • International Stocks
  • Large Value

GMO International Equity Fund Class III

Expenses: 0.66% (Better than 1% of similar funds)

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

Compare AATSX vs FCSTX

68% FI Score
  • fcstx
  • Mutual Fund
  • Bond
  • Municipal Bond

Fidelity® California Limited Term Tax-Free Bond 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 MITFX

68% FI Score
  • mitfx
  • Mutual Fund
  • Bond
  • Municipal Bond

BMO Intermediate Tax Free Fund Class Y

Expenses: 0.55% (Better than 1% of similar funds)

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

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