Aquila Rocky Mountain Equity C
380 Madison Ave Suite 2300 New York NY 10017
Map
Phone: 800-437-1000
| Category: | Mid-Cap Growth | | Fund Family: | Aquila | | Net Assets: | 690.00K | | Year-to-Date Return: | 14.05% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Apr-96 |
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Barbara Walchli
Lead Manager since
31-Jul-99 | | | Walchli is a portfolio manager with Aquila Management Corporation, her employer since July 1999. She previously served as a portfolio manager with Banc One Advisors. Prior to that, she was a senior vice president and director of First Interstate Capital Management. In addition, she was with Valley Capital Management, now part of Banc One. She has 18 years of analytical investment experience. Walchli holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities issued by companies having a significant business presence in the Rocky Mountain Region consisting of Colorado, Arizona, Idaho, Montana, Nevada, New Mexico, Utah and Wyoming. These securities includes common stocks, preferred stock and convertible fixed-income securities. The management follows a combination of value and growth disciplines in investing. |
| Last Dividend
(22-Dec-98):
| 0.01 | | Last Cap Gain
(31-Dec-08):
| 0.34 | | Annual Holdings Turnover
| 3.70% | | Average for Category:
| 130.04% |
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| Expense | ROCCX | Category
Avg | | Total Expense Ratio: | 2.27%
| 1.46% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$ 1,118 | $716 | | 5 Yr Expense Projection*: |
$ 2,018 | $1,049 | | 10 Yr Expense Projection*: |
$ 4,025 | $2,071 |
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0.16% Nasdaq 0.00%
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