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Aquila Three Peaks Opportunity Growth Fund

ATGAX:US
NASDAQ GM
47.27
USD
0.27
0.57%
As of 8:00 PM EDT 9/26/2016
Fund Type
Open-End Fund
52Wk Range
39.88 - 48.43
1 Yr Return
6.19%
YTD Return
5.54%
Open
47.27
Day Range
47.27 - 47.27
Previous Close
47.54
52Wk Range
39.88 - 48.43
1 Yr Return
6.19%
YTD Return
5.54%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/26/2016)
47.27
Total Assets (m USD) (on 09/26/2016)
624.239
Inception Date
07/25/1994
Last Dividend (on 12/01/2015)
0.0114
Dividend Indicated Gross Yield
-
Fund Managers
SANDY RUFENACHT / ZACH MILLER
Front Load Fee
4.25%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.30%
Current Mgmt Fee
0.85%
Expense Ratio
1.41%

Top Fund Holdings

Name Position Value % of Fund
43.67 m 43.67 m 7.38
204.46 k 18.09 m 3.06
344.84 k 17.69 m 2.99
331.56 k 17.06 m 2.88
328.25 k 16.63 m 2.81
222.14 k 16.37 m 2.77
314.98 k 16.22 m 2.74
284.98 k 14.81 m 2.50
305.06 k 14.02 m 2.37
446.59 k 13.79 m 2.33
Profile
Aquila Three Peaks Opportunity Growth Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation, which it seeks by investing, under normal circumstances, at least 70% of its net assets in equity securities. The Fund may hold as much as 30% of its net assets in fixed-income securities including lower-quality corporate debt securities.
Address
Aquila Group of Funds
120 West 45th Street
Suite 3600
New York, NY 10036
USA
Phone
1-212-697-6666