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Aquila Three Peaks Opportunity Growth Y ATGYX

Analyst rating as of
NAV / 1-Day Return
63.66  /  2.10 %
Total Assets
244.6 Mil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Fee Level
High
Longest Manager Tenure
10.58 years
Category
Mid-Cap Blend
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
69%
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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.

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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