Error: Could not add to watchlist. X
+ Watchlist

Aquila Three Peaks Opportunity Growth Fund

ATGCX:US
NASDAQ GM
44.11
USD
0.07
0.16%
As of 9:29 AM EDT 9/22/2017
Fund Type
Open-End Fund
52Wk Range
38.46 - 44.23
1 Yr Return
10.22%
YTD Return
10.75%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
44.04
52Wk Range
38.46 - 44.23
1 Yr Return
9.92%
YTD Return
10.75%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/22/2017)
44.11
Total Assets (m USD) (on 09/22/2017)
619.862
Inception Date
05/01/1996
Last Dividend (on 12/02/2016)
0.00897
Dividend Indicated Gross Yield
-
Fund Managers
SANDY RUFENACHT / ZACH MILLER
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.75%
Current Mgmt Fee
0.83%
Expense Ratio
2.10%

Top Fund Holdings

Name Position Value % of Fund
28.45 m 28.45 m 4.45
370.38 k 15.18 m 2.37
332.24 k 14.39 m 2.25
223.46 k 14.24 m 2.23
332.33 k 13.86 m 2.17
157.59 k 13.46 m 2.11
533.82 k 12.14 m 1.90
198.74 k 11.33 m 1.77
170.61 k 11.29 m 1.77
582.73 k 11.28 m 1.76
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