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Aquila Three Peaks Opportunity Growth Y ATGYX

Analyst rating as of

Morningstar’s Analysis

Will ATGYX outperform in future?

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

An understaffed team and a risky approach.


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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.

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