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Aquila Three Peaks Opportunity Growth A (ATGAX)

38.94 Up 0.14(0.36%) Apr 17
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Prev Close:38.80
YTD Return*:3.60%
Net Assets*:107.20M
Yield*:N/A

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
HCA3.978.78
NXPI3.1232.66
HOT3.102.40
CCK3.071.39
MYL3.0213.62

Fund Basics

Morningstar Overall Rating:
Total Assets:107.2M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.55%

Performance & Risk

YTD Return:3.60%
5y Avg Return:23.81%
Rank in Category (ytd):7
% Rank in Category (ytd):0.92%
Beta (3y):1.07
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. The fund may invest up to 15% of its net assets in foreign securities (debt and/or equity). View More
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