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Aquila Three Peaks Opportunity Growth Fund

ATGYX:US
NASDAQ GM
56.97
USD
0.15
0.26%
As of 10/18/2017
Fund Type
Open-End Fund
52Wk Range
48.46 - 57.46
1 Yr Return
13.51%
YTD Return
13.33%
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Previous Close
56.82
52Wk Range
48.46 - 57.46
1 Yr Return
13.96%
YTD Return
13.33%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 10/18/2017)
56.97
Total Assets (m USD) (on 10/18/2017)
621.312
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
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.83%
Expense Ratio
1.10%

Top Fund Holdings

Name Position Value % of Fund
19.33 m 19.33 m 3.10
221.87 k 14.66 m 2.35
359.08 k 14.58 m 2.34
323.07 k 13.53 m 2.17
178.63 k 11.49 m 1.84
565.38 k 11.31 m 1.82
743.73 k 11.16 m 1.79
391.19 k 11.05 m 1.77
265.66 k 11.01 m 1.77
192.68 k 10.92 m 1.75
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