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.
Will ATRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ATRIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ATRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ATRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.