Ancora Mutual Funds
» Fund Introduction
» Diversification
» Investment Objectives
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» Purchasing The Funds
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» Semi-Annual Report
» Prospectus & Application
» current quarter end holdings
» 2007 Year End Distributions
 
 
 
 
 
 
 
 
Introduction

Ancora Advisors manages four distinct mutual funds for the Ancora Family of Mutual Funds. These funds offer Ancora clients a broad range of options to diversify their investment holdings.

The Ancora Equity Fund - The Ancora Equity Fund invests primarily in the equity securities of well-established and recognizable leaders in their industry. Although not always the case, these companies will typically have a market capitalization in excess of $500 million. More....

The Ancora Special Opportunity Fund - The Ancora Special Opportunity Fund typically invests in companies which: (i) have lost significant market value, if Ancora believes the fortunes of these companies may be more favorable in the future, (ii) companies which are undergoing financial restructuring or which may be repositioning themselves in the marketplace for their products or services, and (iii) companies having products or services which are new and untested. Investment Risk. More....

The Ancora Income Fund - The Ancora Income Fund invests in bonds, preferred stocks, convertible securities, closed-end investment companies which invest in these securities, and, to a minor extent, common shares with superior dividends. Investment Risk. More....

Ancora Homeland Security Fund- Ancora Homeland Security's portfolio include companies that derive a significant portion of current sales and whose expected future growth will come from areas related to defending The United States Homeland against terrorism or mitigating the effects of such attacks.  More....

 

The Ancora Funds Prospectus provides significant detail regarding the Ancora Family of Mutual Funds, their investment objectives, risks, charges, and expenses associated with the funds and key points that should be reviewed by any new investor. Maximum Sales Load is 5.75%. Total Annual Operating expenses for the funds range between 2.26% and 4.19% 

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