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Ancora Income I AAIIX

Quantitative rating as of
NAV / 1-Day Return
6.85  /  0.00
Total Assets
35.6 Mil
Adj. Expense Ratio
1.030%
Expense Ratio
2.200%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Preferred Stock
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
5,000
Status
Open
TTM Yield
5.27%
Effective Duration

Morningstar’s Analysis AAIIX

Will AAIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Ancora Income I's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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