3 / 5 Stars
3 4 4 1 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#55 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.01 percent over the past year, 16.22 percent over the past three years, 23.81 percent over the past five years, and 6.52 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.6%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||23.8%|
|10 Years (Annualized)||6.5%|
The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the equity allocation. The fund may invest up to 15% of its net assets in foreign securities (debt and/or equity).
Fees are Low compared to funds in the same category.
Aquila Three Peaks Opportunity Growth Fund has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.