AATSX Mutual Fund

NAV$18.96

AUM$77M

TER1.00%

Holdings102

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AATSX Mutual Fund

NAV$18.96

Ancora/Thelen Small Mid-Cap Fund Class S

AUM$77M

TER1.00%

Holdings102

See how much of AATSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	84.58%
2	Switzerland	Europe	5.06%
3	United States	North America	3.08%
4	Canada	North America	2.33%
5	United Kingdom	Europe	0.60%
6	Ireland	Europe	0.47%
7	Belgium	Europe	0.34%

AATSX Mutual Fund Geographic Allocation

AATSX geographic allocation spans US (84.6%), Switzerland (5.1%), United States (3.1%), Canada (2.3%), United Kingdom (0.6%). The fund covers 3 regions.

AATSX country exposure helps investors assess international diversification and geopolitical risk. AATSX sectors alongside geography give a fuller picture of portfolio allocation.