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Aquila Three Peaks Opportunity Growth C ATGCX

Analyst rating as of
NAV / 1-Day Return
44.38  /  1.30 %
Total Assets
249.5 Mil
Adj. Expense Ratio
2.250%
Expense Ratio
2.250%
Fee Level
High
Longest Manager Tenure
10.57 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
69%
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Morningstar’s Analysis

Will ATGCX outperform in future?

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

Risky.

Analyst

Summary

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Aquila Three Peaks Opportunity Growth’s risky investment approach should give investors pause. The strategy earns a Morningstar Analyst Rating of Neutral for most share classes, while its pricier C shares remain Negative.

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