Ancora Dividend Value Equity I (ADEIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:05AM EDT
Ancora Dividend Value Equity I
Cleveland, OH 44122
One Chagrin Higlands 2000 Auburn Dr
Ancora Trust
Management information
,Lead manager since 6 May 2019
Sonia Mintun, CFA joined Ancora in 2008 as a Portfolio Manager. She manages individual and institutional accounts and is responsible for the firm’s High Dividend Equity strategy. She also provides research on large cap value and family wealth strategies. Sonia began her career in 1983 with Bernstein-Macaulay in New York City as an Assistant Vice President and Portfolio Manager. During her six years there, Sonia managed their high-grade and high-yield fixed income products, as well as a $200+ million closed-end mutual bond fund. Sonia also worked as a Portfolio Manager and Head Trader for Westinghouse Credit Corp. where she raised over $200 million through a collateralized debt obligation. She held the position of Portfolio Manager and Analyst for Proper Analysis Corp., followed by her time at First Fiduciary Investment Counsel as Chief Compliance Officer, Vice President and Portfolio Manager.
Sonia earned a Bachelor of Science degree with dual majors in Accounting & Finance from Lehigh University. She also holds the CFA designation and is a member of the CFA Society of Cleveland. Sonia has served on the Board of Trustees for the Lehigh University Alumni Association, as the President of the Northern Ohio Lehigh Alumni Association, and on the Leadership Committee at Hawken School. She was previously a writer for Street Insights, a subsidiary of theStreet.com. In 2015, Sonia was a recipient of Crain’s Cleveland Business Women of Note award, and in 2017 she received Crain’s Influential Women in Finance award. In addition, Sonia was appointed to the board of Cecil Bancorp in 2017.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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
CategoryLarge Value
Fund familyAncora
Net assets40.73M
YTD return5.44%
Yield1.23%
Morningstar rating★★★★
Inception date6 May 2019
Fund operations
Last dividend0.06
Last cap gain31.00
Holdings turnover16.02%
Average for categoryN/A
Fees and expenses
ExpenseADEIXCategory average
Annual report expense ratio (net)1.02%0.90%
Prospectus net expense ratio1.02%N/A
Prospectus gross expense ratio1.18%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.