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New York Markets Close in:

Aquila Three Peaks Opportunity Growth Fund;A

NAS: ATGAX

GO
/zigman2/quotes/207431908/realtime

$

46.06

Change

+0.34 +0.74%

Sep 22, 2020

YTD return

-9.01%

5 yr avg return

5.93%

Total net assets

72.10M

52 week low

52 week high

$31.75

$56.77

Yield

0.00%

Fees & Expenses

Front load

4.25%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.49%

12 b-1

0.30%

Turnover

88.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2019)

4.55

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.67

Beta

1.05

Standard deviation

5.39

R. squared

0.88

Min. Investment

Standard (taxable)

1000

IRA

n/a

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MarketWatch News on ATGAX

  1. Beware the Debt Lurking in Your Stock Funds

    2:56 a.m. Jan. 21, 2017

    - Barron's Online

  2. Two for the Money

    4:33 p.m. Nov. 16, 2015

    - Barron's Online

  3. A.M. Funds Roundup: ETFs In The Spotlight After Selloff

    11:36 a.m. Aug. 25, 2015

    - Barrons Blogs

  4. 2012: Good, Not Great

    5:56 a.m. Jan. 12, 2013

    - Barron's Online

  5. 2012: Good, Not Great

    5:54 p.m. Jan. 15, 2013

    - Barron's Online

  6. Rocky Mountain Equity Fund invests close to home

    12:03 a.m. July 12, 2002

    - Russ Britt

  7. Stocks on a Rocky Mountain high

    2:00 a.m. Feb. 7, 2001

    - Kristen Gerencher

  8. Health Matters: Web site directs patients to clinical drug trials

    3:28 p.m. April 24, 2000

    - CBS.MarketWatch.com

  9. Mutual Understanding: H&Q IPO reopens to new investors

    2:50 p.m. April 24, 2000

    - CBS.MarketWatch.com

  10. Your Health: Texas case could spur national HMO reforms

    11:40 a.m. April 24, 2000

    - Colleen Bazdarich

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 4 Tax Efficiency: 3 Expense: 1

YTD Lipper Ranking: Quintile 3 (44th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -9.01% -10.26% 4.10% 44% 3
1yr -3.27% -4.80% 13.00% 43% 3
3yr 4.53% 2.31% 12.00% 24% 2
5yr 5.93% 5.68% 13.60% 46% 3
10yr 11.85% 9% 13.7% 8% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$40,910

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Mid-Cap Core Funds

Fund family

n/a

Fund status

Open

Fund inception

July 22, 1994

Manager

Rufenacht/Miller/Dave Battileg

Investment Policy

The Fund seeks capital appreciation. Under normal circumstances the Fund will invest at least 70% of its assets in securities that it believes have the chance for capital appreciation. The Fund's investment strategy will focus on factors specific to each investment such as an improving balance sheet.

/news/nonmarketwatch/company/us/atgax

Other News on ATGAX

Link to MarketWatch's Slice.