Ancorathelen Small Mid Cap Fund Quote
| AATSX Fund | USD 18.78 0.08 0.43% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Ancorathelen Small is trading at 18.78 as of the 29th of April 2024; that is 0.43 percent up since the beginning of the trading day. The fund's open price was 18.7. Ancorathelen Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ancorathelen Small Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of March 2024 and ending today, the 29th of April 2024. Click here to learn more.
The fund normally will invest at least 80 percent of its net assets in the equity securities of small to mid cap companies. Currently, the adviser defines a small to mid-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2500 Index, an index that tracks stocks of 2,500 of the smallest U.S. More on Ancorathelen Small Mid Cap
Moving together with Ancorathelen Mutual Fund
| 0.89 | ANCIX | Ancora Microcap | PairCorr |
| 0.76 | AAIIX | Ancora Me Fund | PairCorr |
| 0.78 | ADEIX | Proxy Voting Where | PairCorr |
| 0.89 | VSMAX | Vanguard Small Cap | PairCorr |
| 0.89 | VSCIX | Vanguard Small Cap | PairCorr |
| 0.89 | VSCPX | Vanguard Small Cap | PairCorr |
Ancorathelen Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Ancorathelen Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Ancorathelen Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Ancora Funds, Large Funds, Small Blend Funds, Small Blend, Ancora (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Ancorathelen Small Mid Cap [AATSX] is traded in USA and was established 29th of April 2024. Ancorathelen Small is listed under Ancora category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Ancora family. This fund presently has accumulated 145.94 M in assets under management (AUM) with minimum initial investment of 1.5 M. Ancorathelen Small Mid is currently producing year-to-date (YTD) return of 4.08% with the current yeild of 0.01%, while the total return for the last 3 years was 3.33%.
Check Ancorathelen Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Ancorathelen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Ancorathelen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Ancorathelen Small Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Ancorathelen Small Mid Cap Mutual Fund Constituents
| CNDT | Conduent | Stock | Information Technology |
| VOYA | Voya Financial | Stock | Financials |
| IAC | IAC Inc | Stock | Communication Services |
| UGI | UGI Corporation | Stock | Utilities |
| DTE | DTE Energy | Stock | Utilities |
| VREX | Varex Imaging Corp | Stock | Health Care |
| WWW | Wolverine World Wide | Stock | Consumer Discretionary |
Ancorathelen Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of Ancorathelen Small jumping above the current price in 90 days from now is about 27.0%. The Ancorathelen Small Mid Cap probability density function shows the probability of Ancorathelen Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.4073. This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Ancorathelen Small will likely underperform. Additionally, ancorathelen Small Mid Cap has an alpha of 0.0076, implying that it can generate a 0.007617 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Ancorathelen Small to move above the current price in 90 days from now is about 27.0 (This Ancorathelen Small Mid Cap probability density function shows the probability of Ancorathelen Mutual Fund to fall within a particular range of prices over 90 days) .
Ancorathelen Small Mid Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Ancorathelen Small market risk premium is the additional return an investor will receive from holding Ancorathelen Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Ancorathelen Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Ancorathelen Small's alpha and beta are two of the key measurements used to evaluate Ancorathelen Small's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7372 | |||
| Semi Deviation | 0.8875 | |||
| Standard Deviation | 0.9694 | |||
| Variance | 0.9398 |
Ancorathelen Small Against Markets
Picking the right benchmark for Ancorathelen Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Ancorathelen Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Ancorathelen Small is critical whether you are bullish or bearish towards Ancorathelen Small Mid Cap at a given time. Please also check how Ancorathelen Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Ancorathelen Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Ancorathelen Mutual Fund?
Before investing in Ancorathelen Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Ancorathelen Small. To buy Ancorathelen Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Ancorathelen Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Ancorathelen Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Ancorathelen Small Mid Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Ancorathelen Small Mid Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Ancorathelen Small Mid Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Ancorathelen Small Mid Cap?
The danger of trading Ancorathelen Small Mid Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Ancorathelen Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Ancorathelen Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Ancorathelen Small Mid is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Ancorathelen Small Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.