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Ancora/Thelen Small-Mid Cap Fund (AATIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

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.

Looking to diversify beyond AATIX? The mutual funds below have the lowest correlation with AATIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from AATIX.

Best Diversifiers for AATIX

0 mutual funds have low correlation with AATIX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.71, roughly unchanged from 0.80 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AUERX
Auer Growth Fund0.710.770.80
91
Small Cap Blend EquitiesAATIX vs AUERX
IPSIX
Voya Index Plus SmallCap Portfolio0.800.850.90
75
Small Cap Blend EquitiesAATIX vs IPSIX
HDPSX
Hodges Small Cap Fund0.800.870.90
74
Small Cap Blend EquitiesAATIX vs HDPSX
RIVSX
River Oak Discovery Fund0.800.850.87
87
Small Cap Blend EquitiesAATIX vs RIVSX
MOPIX
MainStay WMC Small Companies Fund0.840.880.91
90
Small Cap Blend EquitiesAATIX vs MOPIX
See all 23 diversifiers for AATIX

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