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Aquila Three Peaks Opportunity Growth Fund

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ATRIX:US
NASDAQ GM
46.62
USD
1.11
2.33%
As of 09:29:30 ET on 09/01/2015.
Fund Type
Open-End Fund
52Wk Range
39.74 - 50.33
1 Yr Return
4.16%
YTD Return
3.74%
Previous Close
47.73
52Wk Range
39.74 - 50.33
1 Yr Return
4.16%
YTD Return
3.74%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/01/2015)
46.62
Total Assets (m USD) (on 09/01/2015)
386.217
Inception Date
12/01/2005
Last Dividend (on 12/31/2014)
0.1555
Dividend Indicated Gross Yield
-
Fund Managers
SANDY RUFENACHT / ZACH MILLER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.15%
Current Mgmt Fee
0.89%
Expense Ratio
1.41%
Top Fund Holdings
Name Position Value % of Fund
Service Corp International/US 511.84 k 15.06 m 4.22
Amsurg Corp 161.22 k 11.28 m 3.16
Crown Holdings Inc 183.74 k 9.72 m 2.73
Pinnacle Foods Inc 197.75 k 9.01 m 2.53
Sealed Air Corp 168.76 k 8.67 m 2.43
Nielsen Holdings PLC 187.57 k 8.40 m 2.35
Aramark 266.65 k 8.26 m 2.32
Hilton Worldwide Holdings Inc 284.68 k 7.84 m 2.20
Liberty Media Corp 217.54 k 7.81 m 2.19
Allergan plc 25.19 k 7.64 m 2.14
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