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Ancora/Thelen Small-Mid Cap I AATIX

Quantitative rating as of
NAV / 1-Day Return
14.92  /  0.40 %
Total Assets
138.9 Mil
Adj. Expense Ratio
1.220%
Expense Ratio
1.220%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
5,000
Status
Open
TTM Yield
0.42%
Turnover
85%

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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