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Ancora/Thelen Small-Mid Cap I AATIX Fund Analysis

| Quantitative rating as of

Morningstar’s Analysis AATIX

Will AATIX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Ancora/Thelen Small-Mid Cap I to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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