Ancora Dividend Value Equity Fund Class S
ADESX
NASDAQ
| Weiss Ratings | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Ancora | |||
| Manager/Tenure (Years) | Tom Kennedy (0), Sonia Mintun (0), David G. Sowerby (0) | |||
| Website | http://www.ancorafunds.com | |||
| Fund Information | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Ancora Dividend Value Equity Fund Class S | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Equity-Income | |||
| Inception Date | May 07, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,500,000.00 | |||
| Minimum Subsequent Investment | 1,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | -- | |||
| Dividend | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | -- | |||
| Asset Allocation | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -- | |||
| Stock | -- | |||
| U.S. Stock | -- | |||
| Non-U.S. Stock | -- | |||
| Bond | -- | |||
| U.S. Bond | -- | |||
| Non-U.S. Bond | -- | |||
| Preferred | -- | |||
| Convertible | -- | |||
| Other Net | -- | |||
| Price History | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -- | |||
| 30-Day Total Return | -- | |||
| 60-Day Total Return | -- | |||
| 90-Day Total Return | -- | |||
| Year to Date Total Return | -- | |||
| 1-Year Total Return | -- | |||
| 2-Year Total Return | -- | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | -- | |||
| 1-Month High NAV | -- | |||
| 52-Week Low NAV | -- | |||
| 52-Week Low NAV (Date) | -- | |||
| 52-Week High NAV | -- | |||
| 52-Week High Price (Date) | -- | |||
| Beta / Standard Deviation | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | -- | |||
| Operating Ratios | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.32% | |||
| Turnover Ratio | -- | |||
| Performance | ADESX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | -- | |||
| Last Bear Market Total Return | -- | |||