Aquila Three Peaks Opportunity Growth’s slim resources and mixed success implementing its levered-company approach still warrant caution, but the return potential of its mid-cap growth Morningstar Category is enough to increase its Morningstar Analyst Rating to Neutral for its A, I, and Y shares, while its pricier C shares remain Negative.
Will ATGAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATGAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ATGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ATGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.