Aquila Three Peaks Opportunity Growth A (ATGAX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.55%|
Performance & Risk
|5y Avg Return:||23.81%|
|Rank in Category (ytd):||7|
|% Rank in Category (ytd):||0.92%|
|Morningstar Risk Rating:||3|
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. The fund may invest up to 15% of its net assets in foreign securities (debt and/or equity). View More