Ancora/Thelen Small-Mid Cap — new fund registration

ANCORA TRUST registered fund series on Form NT NPORT-P, filed 2020-10-08. Featured series: Ancora/Thelen Small-Mid Cap.

Registration

• Registrant / trust: ANCORA TRUST
• CIK: 0001260667
• Form: NT NPORT-P
• Filed: 2020-10-08
• Accession: 0001162044-20-001082
• Reported net assets: $211.7M

Series & classes (2)

Fees (from the effective prospectus)

• 12b-1 fee: 0.75%
• Gross expense ratio: 2.08%
• Management fee: 1.00%
• Net expense ratio: 2.08%
• Other expenses: 0.32%

Investment objective

The investment objective of Ancora/Thelen Small-Mid Cap Fund (the Fund) is to obtain capital appreciation.

Advisers

• Ancora Advisors, LLC (Advisor)

Other filings by this registrant (14)

• NT NPORT-P — 2020-10-08
• NT NPORT-P — 2020-10-08
• NT NPORT-P — 2020-10-08
• 485APOS — 2019-02-01 (2 new series)
• 485APOS — 2014-05-30
• 485APOS — 2012-09-28 (2 new series)
• 485APOS — 2009-10-02
• 485APOS — 2008-06-06 (2 new series)
• NT-NCSR — 2006-09-08
• 485APOS — 2005-10-14
• 485APOS — 2005-03-02
• N-1A/A — 2003-11-26

More

• Registrant profile: ANCORA TRUST
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