Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx Fund Quote
| ADEIX Fund | USD 17.35 0.03 0.17% |
PerformanceStrong
| Odds Of DistressLow
|
Proxy Voting is trading at 17.35 as of the 20th of July 2025; that is 0.17% down since the beginning of the trading day. The fund's open price was 17.38. Proxy Voting has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. More on Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx
Moving together with Proxy Mutual Fund
| 0.97 | ANCIX | Ancora Microcap | PairCorr |
| 0.91 | AAIIX | Ancora Income | PairCorr |
| 0.98 | AATSX | Ancora/thelen Small-mid | PairCorr |
| 0.98 | AATIX | Ancora/thelen Small-mid | PairCorr |
| 0.99 | VVIAX | Vanguard Value Index | PairCorr |
Moving against Proxy Mutual Fund
Proxy Mutual Fund Highlights
| Fund Concentration | Ancora Funds, Large Value Funds, Large Value, Ancora, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx [ADEIX] is traded in USA and was established 20th of July 2025. Proxy Voting is listed under Ancora category by Fama And French industry classification. The fund is listed under Large Value category and is part of Ancora family. This fund presently has accumulated 38.25 M in assets under management (AUM) with minimum initial investment of 5 K. Proxy Voting Where is currently producing year-to-date (YTD) return of 0.31% with the current yeild of 0.01%, while the total return for the last 3 years was 12.44%.
Check Proxy Voting Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Proxy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Proxy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx Mutual Fund Constituents
| DIS | Walt Disney | Stock | Communication Services | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| MSFT | Microsoft | Stock | Information Technology | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| HON | Honeywell International | Stock | Industrials |
Proxy Voting Where Risk Profiles
| Mean Deviation | 0.5857 | |||
| Semi Deviation | 0.5337 | |||
| Standard Deviation | 0.8153 | |||
| Variance | 0.6647 |
Proxy Voting Against Markets
Other Information on Investing in Proxy Mutual Fund
Proxy Voting financial ratios help investors to determine whether Proxy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Proxy with respect to the benefits of owning Proxy Voting security.
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