Ancora MicroCap I (ANCIX)
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Ancora MicroCap I
Cleveland, OH 44122
One Chagrin Higlands 2000 Auburn Dr
Ancora Trust
Management information
Michael E. Santelli,Lead manager since 29 April 2017
Michael Santelli, a portfolio manager with Ancora Advisors LLC, is lead manager. From 2014 to 2016, Michael was co-CIO with Inverness Investment Group, a wealth management firm that merged with the Advisor in 2016. From 1995 to 2013, he was a portfolio manager at PNC Capital Advisors and its predecessors. He was the lead portfolio manager of the fundamental value team, including the PNC Mid Cap Value Fund, from 2003 to 2013. He was a member of the value team from 2000 to 2003. He was the leader of the taxable fixed income team from 1998 to 2000 and a portfolio manager on that team from 1995 to 1997. From 1991 to 1995 he was a mortgage backed securities analyst at Merrill Lynch and Donaldson, Lufkin & Jenrette. A CFA charterholder and a Certified Public Accountant, Michael received a B.S. degree from George Washington University and an M.B.A. from the University of Chicago.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Value
Fund familyAncora
Net assets18.06M
YTD return-0.36%
Yield1.27%
Morningstar rating★★★★
Inception date1 Sept 2008
Fund operations
Last dividend0.22
Last cap gain11.00
Holdings turnover42.13%
Average for categoryN/A
Fees and expenses
ExpenseANCIXCategory average
Annual report expense ratio (net)2.14%1.16%
Prospectus net expense ratio2.14%N/A
Prospectus gross expense ratio2.31%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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