Ancora Income FundAAIIX
Type
Mutual fund
Peer group
US equity: Finance
Net assets
$49.5M
Expense ratio
0.87%
1-year return
+4.2%
3 years, a year
+7.2%
5 years, a year
+2.8%
Holdings
94
What it aims to do.
Ancora Income Fund (the Fund) has an investment objective of obtaining a high level of income, with a secondary objective of capital appreciation in the value of its shares.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TCBIO Texas Capital Bancshares, Inc. | 3.57% |
| TPGXL TPG Operating Group II, LP | 2.52% |
| SYF Synchrony Financials | 2.44% |
| MBINL Merchants Bancorp | 2.41% |
| CGABL The Carlyle Group, Inc. | 2.12% |
| Federated Hermes Government Obligations Fund - Institutional Class | 2.00% |
| BIPJ Brookfield Infrastructure Finance ULC | 1.98% |
| RITM Rithm Capital Corp. | 1.94% |
| FITB Fifth Third Bancorp | 1.71% |
| Aspen Insurance Holdings Ltd. | 1.68% |
More on AAIIX.
- AAIIX overview
- AAIIX holdings
- AAIIX risk
- AAIIX costs
- AAIIX money in and out
- AAIIX share classes
- Compare AAIIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.