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Aquila Three Peaks Opportunity Growth Y ATGYX

Analyst rating as of
NAV / 1-Day Return
57.32  /  1.04 %
Total Assets
223.6 Mil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
High
Longest Manager Tenure
10.11 years
Category
US Fund Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
88%
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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.

Summary

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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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