Ancora/Thelen Small-Mid Cap FundAATIX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$211.7M
Expense ratio
1.20%
1-year return
+8.4%
3 years, a year
+12.0%
5 years, a year
+5.6%
Holdings
102
What it aims to do.
The investment objective of Ancora/Thelen Small-Mid Cap Fund (the Fund) is to obtain capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| RYN Rayonier, Inc. | 4.62% |
| APTV Aptiv plc | 3.05% |
| AMTM Amentum Holdings, Inc. | 2.82% |
| Federated Hermes Government Obligations Fund - Institutional Class | 2.74% |
| MIDD Middleby Corp. | 2.57% |
| CR Crane NXT, Co. | 2.36% |
| UGI UGI Corp. | 2.24% |
| SOLS Solstice Advanced Materials, Inc. | 2.14% |
| AMRZ Amrize Ltd. | 2.09% |
| APG APi Group Corp. | 1.91% |
More on AATIX.
- AATIX overview
- AATIX holdings
- AATIX risk
- AATIX costs
- AATIX money in and out
- AATIX share classes
- Compare AATIX 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.