AAIIX Mutual Fund (Ancora Income Fund Class I) is managed by Ancora Funds with $50.4M in net assets. AAIIX expense ratio is 0.90%, holding 85 positions across sectors including Financials, Unknown, Other. Inception date: 2004-01-05.

AAIIX performance shows a YTD return of -1.40%. The 1-year return is 5.44% and the 5-year return is 2.33%. AAIIX dividend yield stands at 5.87%, paid monthly.

AAIIX top holdings include MONEY MARKET FUND (3.3%), Redwood Trust Inc (3.0%), Federal Agricultural Mortgage Corp (2.9%), Synchrony Financial Series A 5.63% Preferred (2.7%), Affiliated Managers Group, Inc. (2.5%). View all AAIIX holdings, sector breakdown, or dividend history.

AAIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AAIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.