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Aquila Opportunity Growth Ins ATRIX

Medalist Rating as of | See Aquila Investment Hub
  • NAV / 1-Day Return 44.02  /  0.90 %
  • Total Assets 114.9 Mil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.640%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 102%

Morningstar’s Analysis ATRIX

Will ATRIX outperform in future?

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

Weakness in Aquila Opportunity Growth Ins's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings ATRIX

  • Current Portfolio Date
  • Equity Holdings 81
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.80
4,493,070
Technology
3.20
3,781,260
Technology
2.95
3,481,000
Healthcare
2.94
3,474,520
Healthcare
2.60
3,072,240
Technology
2.58
3,047,000
Technology
2.24
2,645,200
Financial Services
2.18
2,575,200
Communication Services
2.08
2,451,600
Technology
1.97
2,329,495
Technology