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Aquila Three Peaks Opportunity Growth A (ATGAX)

43.50 Up 0.28(0.65%) Sep 16
Prev Close:43.22
YTD Return*:14.87%
Net Assets*:150.46M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
HCA4.1247.03
NXPI3.9450.38
URI3.5552.46
MYL3.1512.17
CCK3.0112.45

Fund Basics

Morningstar Overall Rating:
Total Assets:150.46M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.55%

Performance & Risk

YTD Return:14.87%
5y Avg Return:19.36%
Rank in Category (ytd):1
% Rank in Category (ytd):0.13%
Beta (3y):1.05
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the equity allocation. Its investment strategy focuses on factors specific to each investment, such as an improving balance sheet and an improving leverage ratio. The fund may, from time to time, hold as much as 30% of its net assets in a variety of fixed income securities of any maturity, including lower-quality corporate debt securities. View More
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