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Aquila Three Peaks Opportunity Growth Fund

ATGCX:US
NASDAQ GM
42.73
USD
0.03
0.07%
As of 9:29 AM EDT 5/23/2017
Fund Type
Open-End Fund
52Wk Range
37.27 - 42.88
1 Yr Return
10.75%
YTD Return
7.28%
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Previous Close
42.76
52Wk Range
37.27 - 42.88
1 Yr Return
12.30%
YTD Return
7.28%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/23/2017)
42.73
Total Assets (m USD) (on 05/23/2017)
633.329
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
24.21 m 24.21 m 3.80
275.90 k 17.33 m 2.72
440.84 k 17.10 m 2.68
382.41 k 14.10 m 2.21
337.85 k 12.96 m 2.03
162.71 k 12.95 m 2.03
402.30 k 12.65 m 1.99
282.92 k 11.69 m 1.83
182.40 k 11.58 m 1.82
114.56 k 11.23 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