Ancora Mutual Funds List
Here you can find all mutual funds issued by Ancora and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.54%
- Avg. 1 Year Return
- 8.60%
- Avg. 5 Year Return
- 4.79%
- Median Risk/Return Score
- 21 / 100
Ancora Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ancora Income Fund | Intermediate Core-Plus Bond | Jan 5, 2004 | 2.20% | 1.60% | 2.77% | 4.91% | 21 | ||||||||
| Ancora/Thelen Small-Mid Cap Fund | Small Cap Blend Equities | Jan 2, 2013 | 1.22% | 8.48% | 9.09% | 8.09% | 19 | ||||||||
| Ancora Dividend Value Equity Fund | Large Cap Value Equities | May 7, 2019 | 1.21% | 6.06% | — | 3.19% | 22 |
Explore top Ancora Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Ancora Mutual funds by Risk/Return Score
The top Ancora Mutual funds by PortfoliosLab Risk/Return Score are ADEIX (22) and AAIIX (21).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Ancora Dividend Value Equity Fund | 22 | — | May 2019 | |
| Ancora Income Fund | 21 | — | Jan 2004 | |
| Ancora/Thelen Small-Mid Cap Fund | 19 | — | Jan 2013 |
Best-Performing Ancora Mutual funds Over 5 Years
The top Ancora Mutual funds is ADEIX (7.50%).
Across the lineup, Ancora Mutual funds show an average 1-year return of 8.60% and an average 5-year return of 4.79%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Ancora Dividend Value Equity Fund | 7.50% | — | May 2019 | |
| Ancora/Thelen Small-Mid Cap Fund | 5.17% | — | Jan 2013 | |
| Ancora Income Fund | 1.69% | — | Jan 2004 |
Lowest-Cost Ancora Mutual funds
The top Ancora Mutual funds is ADEIX (1.21%).
With an average expense ratio of 1.54%, Ancora Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Ancora Dividend Value Equity Fund | 1.21% | — | May 2019 | |
| Ancora/Thelen Small-Mid Cap Fund | 1.22% | — | Jan 2013 | |
| Ancora Income Fund | 2.20% | — | Jan 2004 |
Highest-Yield Ancora Mutual funds
The top Ancora Mutual funds is AATIX (8.09%).
Across the lineup, Ancora Mutual funds show an average dividend yield of 5.40%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Ancora/Thelen Small-Mid Cap Fund | 8.09% | — | Jan 2013 | |
| Ancora Income Fund | 4.91% | — | Jan 2004 | |
| Ancora Dividend Value Equity Fund | 3.19% | — | May 2019 |
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