Company profile
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
5 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
5 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Sep 23
N-PX
Annual report of proxy voting record
16 Aug 23
DEF 14A
Definitive proxy
14 Jul 23
CORRESP
Correspondence with SEC
28 Jun 23
PRE 14A
Preliminary proxy
30 May 23
N-CEN
Annual report (registered investment company)
3 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
2 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Sep 22
Latest ownership filings
NPORT-P
Ancora Microcap Fund (Dec 2023 report)
21 Feb 24
NPORT-P
Ancora/Thelen Small-Mid Cap Fund (Dec 2023 report)
21 Feb 24
NPORT-P
Ancora Income Fund (Dec 2023 report)
21 Feb 24
NPORT-P
Ancora Dividend Value Equity Fund (Dec 2023 report)
21 Feb 24
NPORT-P
Ancora/Thelen Small-Mid Cap Fund (Sep 2023 report)
31 Oct 23
NPORT-P
Ancora Microcap Fund (Sep 2023 report)
31 Oct 23
NPORT-P
Ancora Income Fund (Sep 2023 report)
31 Oct 23
NPORT-P
Ancora Dividend Value Equity Fund (Sep 2023 report)
31 Oct 23
NPORT-P
Ancora/Thelen Small-Mid Cap Fund (Jun 2023 report)
14 Aug 23
NPORT-P
Ancora Microcap Fund (Jun 2023 report)
14 Aug 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Ancora Dividend Value Equity Fund | – | 3.68 | -2.57 | -3.29 | 36.29 mm | 31 | Sep 2023 |
Ancora Income Fund | AAIIX | 1.65 | -0.29 | -0.59 | 34.29 mm | 94 | Sep 2023 |
Ancora Microcap Fund | ANCIX | 5.42 | -1.08 | -1.87 | 15.89 mm | 56 | Sep 2023 |
Ancora/Thelen Small-Mid Cap Fund | AATIX, AATSX | 4.27 | -1.79 | -4.50 | 140.88 mm | 90 | Sep 2023 |