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Fund (ATGYX)

Fund performance review and position details on Fund (ATGYX)

    Last Trade: $ on , Change: (0%)

 Fund (ATGYX) Highlight Fund (ATGYX) Fund Summary

Fund (ATGYX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Aquila
Net Asset: $591.22M
Yield: 0%
Year-to-Date Return: 2.77%
Morningstar rating: 4

 

 Fund (ATGYX) Cost Fund (ATGYX) Cost

Fund (ATGYX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Mid-Cap Growth average): 1.25% (1.28%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 49.00%

 

 Fund (ATGYX) Performance Fund (ATGYX) Performance

Most current Fund (ATGYX) Performance

1-month Performance (Mid-Cap Growth category median performance): 2.23% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 7.79% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -2.54% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 13.12% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 13.29% (7.70%)
Number of Years of positive return: 13 years
Number of Years of negative return: 6 years
3 year Alpha (Mid-Cap Growth category average): 3.44 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.85 (1.02)
3 year Sharpe Ratio: 1.2
3 year Treynor: 15.33

 Fund (ATGYX) topholdingTop Stock Holdings in Fund (ATGYX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Nielsen Holdings PLC2.94%0.00%
Silgan Holdings Inc.2.94%0.00%
Level 3 Communications, Inc. Co2.77%0.00%
Republic Services, Inc. Common 2.74%0.00%
Crown Holdings, Inc.2.71%0.00%
The Kraft Heinz Company2.68%0.00%
Aramark Common Stock2.65%0.00%
Loews Corporation Common Stock2.55%0.00%
Sealed Air Corporation Common S2.44%0.00%
Fidelity National Information S2.34%0.00%
*Note: The price change will reset to 0 after the midnight

 

 Fund (ATGYX) Portfolio Allocation Fund (ATGYX) Fund Portfolio Allocation

Fund (ATGYX) Fund Portfolio Allocation data as of 03/2016

Stock90.62%
Bond0%
Cash9.38%
Other0%

 

 Fund (ATGYX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
-2.5413.1213.29
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

 Fund (ATGYX) PerformanceOther Financial Data Web Sites on Fund (ATGYX)

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