| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
1
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#26 in Mid-Cap Growth
U.S. News evaluated 219 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 38.73 percent over the past year, 17.81 percent over the past three years, 5.45 percent over the past five years, and 7.79 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.4% |
| 1 Year | 38.7% |
| 3 Years (Annualized) | 17.8% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | 7.8% |
Summary
The investment seeks capital appreciation. The fund normally invests at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. It invests in equity securities without regard to whether they could be described as "growth" or "value." The fund invests in a range of stock market capitalizations that could include small-cap, mid-cap, and large-cap. It may, from time to time, hold as much as 30% of its net assets in fixed-income securities including lower-quality corporate debt securities. The fund may invest up to 15% of its net assets in foreign securities (debt and/or equity).
Fees
Fees are Average compared to funds in the same category.
Aquila Three Peaks Opportunity Growth Fund has an expense ratio of 1.53 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
