• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.13% Nasdaq Up 0.70%

    Aquila Three Peaks Opportunity Growth I (ATRIX)

    45.81 Up 0.13(0.28%) Dec 26
    Prev Close:45.68
    YTD Return*:15.90%
    Net Assets*:173.30M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for ATRIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    HCA3.7344.52
    SCI2.9525.43
    NXPI2.8164.08
    HOT2.761.62
    TWTC2.6940.40

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:173.3M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:15.90%
    5y Avg Return:18.98%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.13%
    Beta (3y):1.01
    Morningstar Risk Rating:2

    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback