Ancora Microcap FundANCIX

MUTUAL FUNDAncora
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$17.5M
Expense ratio
1.70%
1-year return
-2.3%
3 years, a year
+8.1%
5 years, a year
+9.8%
Holdings
52

What it aims to do.

The investment objective of Ancora MicroCap Fund (the Fund) is to obtain capital appreciation.

Top 10 holdings.

Holding% of fund
Federated Hermes Government Obligations Fund - Institutional Class11.72%
AVNW Aviat Networks, Inc.4.22%
CRD-A Crawford and Co.3.95%
Pason Systems, Inc.3.66%
NATR Natures Sunshine Products, Inc.3.63%
ACIC American Coastal Insurance Corp.3.08%
GNK Genco Shipping & Trading Ltd.2.99%
NEWT Newtek Business Services Corp.2.98%
MBC Masterbrand, Inc.2.67%
PESI Perma-Fix Environmental Services, Inc.2.65%

More on ANCIX.

Returns after fees, from the fund's SEC filings up to Dec 2025. Past returns are not a promise. Not financial advice.