Ancora Income D
One Chagrin Higlands 2000 Auburn Dr Cleveland OH 44122
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Phone: 866-626-2672
| Category: | Intermediate-Term Bond | | Fund Family: | Ancora | | Net Assets: | 6.51M | | Year-to-Date Return: | -0.31% | | Yield: | 5.57% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jan-04 |
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Richard A. Barone
Lead Manager since
05-Jan-04 | | | Barone became chairman of the Maxus Investment Group in 1973. Previously, he spent six years as vice president of J.N. Russell. Barone is also a financial principal with the National Association of Security Dealers. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks a high level income with a secondary objective of capital appreciation. The fund invests primarily in income-producing securities. It invests in shares of closed-end funds and convertible securities of large, small and mid-sized companies. |
| Last Dividend
(29-Jul-08):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 197.46% |
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| Expense | ANIDX | Category
Avg | | Total Expense Ratio: | 1.75%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.18% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$664 | $464 | | 5 Yr Expense Projection*: |
$1,139 | $716 | | 10 Yr Expense Projection*: |
$2,452 | $1,424 |
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