Ancora Homeland Security C
One Chagrin Higlands 2000 Auburn Dr Cleveland OH 44122
Map
Phone: 866-626-2672
| Category: | Small Growth | | Fund Family: | Ancora | | Net Assets: | 1.76M | | Year-to-Date Return: | -4.15% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 10-Jan-06 |
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Denis J. Amato
Lead Manager since
10-Jan-06 | | | Denis J. Amato, has been the co-portfolio manager of the Fifth Third Small Cap Value Fund. Mr. Amato is currently a Director of Value Strategies and Senior Vice President of Fifth Third Asset Management, Inc. and Fifth Third Securities, Inc. since 2000. From 1991 to 2000, he was Chief Investment Officer of Maxus Asset Management. |
| Min Initial Investment: | $20,000 | | Min Initial Investment, IRA: | $5,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $1,000 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks a high total return. The fund invests at least 80% of the assets in U.S. companies that provide products or services intended to prevent physical attacks against citizens or protect them from the effects of physical attacks or natural disasters. It may invest up to 100% of assets in cash or cash equivalents, high-quality, short-term debt securities, money market instruments and money market mutual funds. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(26-Dec-07):
| 0.62 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 113.59% |
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| Expense | ANHCX | Category
Avg | | Total Expense Ratio: | 3.39%
| 1.59% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$1,051 | $692 | | 5 Yr Expense Projection*: |
$1,779 | $1,095 | | 10 Yr Expense Projection*: |
$3,703 | $2,169 |
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1.52% Nasdaq 
0.15%
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