Ancora/Thelen Small Mid Cap Core (S:0P0001CC2W)
51.57
+0.99
(+1.96%)
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 12, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Crane NXT Co. | 3.29% | 49.72 | -0.52% |
| UGI Corp. | 2.77% | 37.22 | 0.40% |
| Aramark | 2.65% | 38.78 | -0.40% |
| Atmus Filtration Technologies, Inc. | 2.52% | 54.90 | 0.28% |
| Everus Construction Group, Inc. | 2.51% | 85.59 | 0.30% |
| GCI Liberty, Inc. | 2.21% | 38.72 | 1.36% |
| Howard Hughes Holdings, Inc. | 2.19% | 82.82 | 0.25% |
| PotlatchDeltic Corp. | 2.17% | 42.68 | -1.02% |
| Fortune Brands Innovations, Inc. | 2.10% | 58.73 | 1.01% |
| Aebi Schmidt Holding AG | 2.09% | 14.53 | 0.28% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |