Aquila Three Peaks High Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 179 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.38 percent over the past year, 5.19 percent over the past three years, and 7.32 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.4%
1 Year 7.4%
3 Years (Annualized) 5.2%
5 Years (Annualized) 7.3%
10 Years (Annualized) N/A

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Summary

The investment seeks high current income; capital appreciation is a secondary objective. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in income-producing securities. Its portfolio will typically include a high proportion, perhaps even 100%, of high-yield/high-risk securities rated below investment grade. The bonds the fund purchases can be of any maturity but the average effective weighted maturity of the fund's portfolio will normally be within one year of the average maturity of the Barclays Capital U.S. Corporate High-Yield Bond Index. The fund may invest without limit in foreign debt.

Fees

Fees are High compared to funds in the same category.
Aquila Three Peaks High Income Fund has an expense ratio of 1.94 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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