For investors interested in diversifying their holdings across multiple funds, an Ancora representative can work with clients to properly position their portfolio to reflect individual needs. An All Equity and/or Balanced program, as outlined for Managed Account Clients, can be developed for mutual fund clients via purchase of a basket of specific Ancora Mutual Funds.

The "All Equity" program shown to the right would invest in the Ancora Equity Fund and the Ancora Special Opportunity Fund. *
The "Balanced" program shown to the right would invest in the Ancora Equity Fund, the Ancora Special Opportunity Fund and the Ancora Income Fund.*