AATIX Mutual Fund
NAV$19.69
AUM$137M
TER1.22%
Holdings102
AATIX Mutual Fund
NAV$19.69
Ancora/Thelen Small Mid-Cap Fund Class I
AUM$137M
TER1.22%
Holdings102

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
Unlock Sector Analysis
See detailed sector breakdown, concentration levels, and industry allocation
Unlock Now →
AATIX Mutual Fund Sector Allocation
AATIX sector allocation breaks down across Industrials (24.7%), Unknown (16.3%), Consumer Discretionary (10.2%), Real Estate (8.1%), Financials (7.3%). Across 102 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
AATIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
AATIX geographic allocation shows country exposure. AATIX overlap calculator reveals how sector exposure compares with other funds.