AATIX Mutual Fund
AATIX Mutual Fund
AATIX Mutual Fund
Ancora/Thelen Small Mid-Cap Fund Class I
AATIX Mutual Fund Overview
AATIX Mutual Fund (Ancora/Thelen Small Mid-Cap Fund Class I) is managed by Ancora Funds with $125.2M in net assets. AATIX expense ratio is 1.20%, holding 102 positions across sectors including Industrials, Consumer Discretionary, Health Care. Inception date: 2013-01-02.
AATIX performance shows a YTD return of -2.76%. The 1-year return is -2.81% and the 5-year return is 5.33%. AATIX dividend yield stands at 8.98%, paid annually.
AATIX top holdings include Cash & Cash Equivalents (3.5%), Crane Nxt Co (3.3%), Nomad Foods, Ltd. (2.9%), Aptiv Ltd (2.6%), Atmus Filtration Technologies Inc (2.6%). Go to all AATIX holdings, AATIX sectors, or AATIX dividends.
AATIX can be compared against other funds. Use AATIX overlap to find shared positions, or AATIX vs another fund for a side-by-side view. AATIX alternatives are available via the screener, along with tax-loss harvesting opportunities.