Anchor Mid Cap Value SMA (S:0P0000Q2UD)
443.99
+21.70
(+5.14%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 02, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Cboe Global Markets, Inc. | 3.26% | 286.98 | 2.39% |
| McKesson Corp. | 3.12% | 877.97 | 0.65% |
| Globus Medical, Inc. | 3.00% | 88.20 | 0.52% |
| W.R. Berkley Corp. | 2.79% | 66.26 | 1.50% |
| Diamondback Energy, Inc. | 2.69% | 194.09 | 1.82% |
| Casey's General Stores, Inc. | 2.65% | 742.63 | 0.74% |
| Analog Devices, Inc. | 2.62% | 315.82 | -1.48% |
| Ferguson Enterprises, Inc. | 2.52% | 236.29 | -1.16% |
| Toll Brothers, Inc. | 2.37% | 135.03 | -1.33% |
| Alliant Energy Corp. | 2.32% | 72.76 | 1.14% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |