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Aquila Opportunity Growth Ins ATRIX

Analyst rating as of
NAV / 1-Day Return
54.39  /  1.47 %
Total Assets
215.2 Mil
Adj. Expense Ratio
1.520%
Expense Ratio
1.520%
Fee Level
High
Longest Manager Tenure
0.07 years
Category
Mid-Cap Blend
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
69%
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Morningstar’s Analysis

Will ATRIX outperform in future?

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

Chaotic.

Analyst

Summary

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A hasty management overhaul, an entirely new approach, and lofty fees render Aquila Opportunity Growth unattractive overall. It warrants a Morningstar Analyst Rating of Negative across all share classes.

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