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Aquila Three Peaks Opportunity Growth Fund;Y

NAS: ATGYX

GO
/zigman2/quotes/206513994/realtime

$

50.08

Change

+0.81 +1.64%

Sep 25, 2020

YTD return

-9.34%

5 yr avg return

6.44%

Total net assets

119.30M

52 week low

52 week high

$34.67

$58.89

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.20%

12 b-1

n/a

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

-0.65

Beta

1.05

Standard deviation

5.39

R. squared

0.88

Min. Investment

Standard (taxable)

n/a

IRA

n/a

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MarketWatch News on ATGYX

No News currently available for ATGYX

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 4 Tax Efficiency: 3 Expense: 2

YTD Lipper Ranking: Quintile 3 (43th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -9.34% -10.95% 3.50% 43% 3
1yr -3.38% -5.48% 12.60% 40% 2
3yr 4.75% 2.03% 11.90% 20% 1
5yr 6.44% 5.71% 13.60% 40% 2
10yr 11.95% 8.73% 13.5% 3% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$43,226

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Mid-Cap Core Funds

Fund family

n/a

Fund status

Open

Fund inception

May 1, 1996

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.

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Other News on ATGYX

No News currently available for ATGYX

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