About AATSX
The Ancora/Thelen Small-Mid Cap Fund Class S is a mutual fund focused on investing in equity securities of small- and mid-capitalization companies, targeting those with market capitalizations ranging from $100 million to $10 billion. Its primary objective is capital appreciation by identifying businesses with strong franchise value, as well as companies that may be underfollowed or temporarily out of favor with Wall Street. The fund also seeks opportunities in special situations, including corporate spinoffs and restructurings, which are often misunderstood by the broader market.
With a portfolio typically containing 50-75 holdings, this fund offers exposure to a diverse mix of industries, including technology, consumer cyclical, industrials, utilities, basic materials, communication services, and real estate. The fund maintains a high level of active management, as reflected by its turnover rate, and its top holdings can represent significant portions of the overall portfolio. The Class S share is tailored for institutional investors, featuring a competitive expense ratio and a high minimum initial investment. The fund plays a key role in providing institutional investors with access to the small- and mid-cap value segment of the U.S. equity market, offering potential diversification and participation in the growth of emerging and underrecognized companies.
Fund Family Ancora
Category Small Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AATSX
Share Class Class S
Index Russell 2500 TR
AATSX had a total return of 9.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.23%.
