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Aquila Three Peaks Opportunity Growth Fund

ATGAX:US
NASDAQ GM
47.70
USD
0.10
0.21%
As of 9:29 AM EST 1/20/2017
Fund Type
Open-End Fund
52Wk Range
39.87 - 48.42
1 Yr Return
13.62%
YTD Return
0.65%
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Open
47.70
Day Range
47.70 - 47.70
Previous Close
47.60
52Wk Range
39.87 - 48.42
1 Yr Return
15.74%
YTD Return
0.65%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 01/20/2017)
47.7
Total Assets (m USD) (on 01/20/2017)
614.791
Inception Date
07/25/1994
Last Dividend (on 12/02/2016)
0.00897
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
358.80 k 20.47 m 3.28
804.69 k 18.71 m 3.00
293.76 k 15.30 m 2.45
446.59 k 15.15 m 2.43
399.99 k 14.29 m 2.29
169.47 k 12.82 m 2.05
145.25 k 12.74 m 2.04
82.97 k 12.72 m 2.04
295.93 k 12.41 m 1.99
190.78 k 11.05 m 1.77
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