Anchor Mid Cap Value SMA (S:0P0000Q2UD)
406.52
-6.32
(-1.53%)
USD |
Dec 31 2025
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 January 16, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| McKesson Corp. | 3.30% | 844.13 | 1.20% |
| Globus Medical, Inc. | 3.18% | 93.89 | 1.55% |
| W.R. Berkley Corp. | 2.99% | 68.71 | -0.68% |
| Cboe Global Markets, Inc. | 2.98% | 270.83 | 0.75% |
| CRH Plc | 2.61% | 122.56 | 0.55% |
| Diamondback Energy, Inc. | 2.54% | 150.82 | -1.89% |
| Ferguson Enterprises, Inc. | 2.35% | 249.86 | 1.53% |
| Casey's General Stores, Inc. | 2.33% | 637.37 | 3.42% |
| Alliant Energy Corp. | 2.28% | 67.06 | 0.30% |
| Toll Brothers, Inc. | 2.23% | 149.04 | 2.84% |
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 | -- |