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Aquila Opportunity Growth C ATGCX

Medalist Rating as of | See Aquila Investment Hub
  • NAV / 1-Day Return 27.69  /  +1.06 %
  • Total Assets 109.1 Mil
  • Adj. Expense Ratio
    2.450%
  • Expense Ratio 2.450%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.27%
  • Turnover 107%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ATGCX

Will ATGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Aquila Opportunity Growth C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings ATGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Impinj Inc

4.51 5.4 Mil
Technology

Micron Technology Inc

3.95 4.7 Mil
Technology

Lithium Americas Corp

3.37 4.0 Mil
Basic Materials

ZoomInfo Technologies Inc

3.26 3.9 Mil
Technology

DexCom Inc

3.25 3.9 Mil
Healthcare

Illumina Inc

2.87 3.4 Mil
Healthcare

MetLife Inc

2.48 3.0 Mil
Financial Services

Dick's Sporting Goods Inc

2.45 2.9 Mil
Consumer Cyclical

Arista Networks Inc

2.43 2.9 Mil
Technology

Allison Transmission Holdings Inc

2.38 2.8 Mil
Consumer Cyclical