Aquila Three Peaks Opportunity Growth Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 223 Mid-Cap Growth 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 31.00 percent over the past year, 16.98 percent over the past three years, 26.39 percent over the past five years, and 7.01 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 31.0%
3 Years (Annualized) 17.0%
5 Years (Annualized) 26.4%
10 Years (Annualized) 7.0%

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Summary

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

Fees are Low compared to funds in the same category.
Aquila Three Peaks Opportunity Growth Fund has an expense ratio of 1.17 percent.

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Risk

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

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