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Aquila Three Peaks High Income Y (ATPYX) Fund Ranking and Research

Ranking, Research and Recommendation of Aquila Three Peaks High Income Y (ATPYX) Fund

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Graph of Aquila Three Peaks High Income Y Fund (ATPYX) ManagerFund Manager - Sandy Rufenacht

Fund Manager Information

Fund Manager Tenure: 14.0 years
Similar Funds: ATPAX  ATPCX 
Fund Family: Aquila
Fund Category: High Yield Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Aquila Three Peaks High Income Y Fund (ATPYX) ProfileAquila Three Peaks High Income Y Fund (ATPYX) Profile

Fund Profile and Description

Aquila Three Peaks High Income Y Fund seeks high current income; capital appreciation is a secondary objective. Aquila Three Peaks High Income Y Fund normally invests at least 80% of assets plus any borrowings for investment purposes in income-producing securities that may be rated at any level by nationally recognized statistical rating organizations or may be unrated. It can include typically a high proportion, perhaps even 100%, of high-yield/high-risk securities rated below investment grade. The average effective weighted maturity of the fund is normally within one year of the Barclays Capital U.S. Corporate High-Yield Bond Index.

 

Aquila Three Peaks High Income Y (ATPYX) Fund Strength What we like about Aquila Three Peaks High Income Y (ATPYX) Fund

Data for Aquila Three Peaks High Income Y Fund (ATPYX) as of May 30, 2016

  • Aquila Three Peaks High Income Y Fund (ATPYX) management has been with Aquila Three Peaks High Income Y Fund for 14.0 years
  • Aquila Three Peaks High Income Y Fund (ATPYX) has good short-term performance (1-year return 2.81% vs -2.18% High Yield Bond category median performance)
  • Aquila Three Peaks High Income Y Fund (ATPYX) has good mid-term performance (3-year return 3.62% vs 2.05% High Yield Bond category median performance)
  • Aquila Three Peaks High Income Y Fund (ATPYX) has good Long-term performance (5-year return 4.59% vs 4.38% High Yield Bond category median performance)
  • Aquila Three Peaks High Income Y Fund (ATPYX) ratio of up-years vs down years is greater than 2
  • Aquila Three Peaks High Income Y Fund (ATPYX) has a Morningstar rating of 4 and above
  • Asset base in Aquila Three Peaks High Income Y Fund (ATPYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Aquila Three Peaks High Income Y Fund (ATPYX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.13, lower than category average of 5.76
  • Aquila Three Peaks High Income Y Fund (ATPYX) has a lower expense ratio than its High Yield Bond average: 0.94% vs 1.07%
  • Aquila Three Peaks High Income Y Fund (ATPYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aquila Three Peaks High Income Y Fund (ATPYX) Weakness What we are cautious about Aquila Three Peaks High Income Y (ATPYX) Fund

Data for Aquila Three Peaks High Income Y Fund (ATPYX) as of May 30, 2016

  • Aquila Three Peaks High Income Y Fund (ATPYX) has an annual stock turnover rate of 120.00% that is higher than the High Yield Bond average of 63.72%. This could mean Aquila Three Peaks High Income Y is more nimble, but also signal potential high tax impact and high trading fees
See Aquila Three Peaks High Income Y Fund (ATPYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aquila Three Peaks High Income Y Fund (ATPYX)Compare with other top High Yield Bond category mutual funds

Aadditional top High Yield Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aquila Three Peaks High Income Y2.202.813.624.59
Eaton Vance High Income Opportunities I (EIHIX)6.240.694.366.18Compare
BlackRock High Yield Bond BlackRock (BRHYX)5.75-2.183.175.58Compare
Buffalo High-Yield (BUFHX)2.740.753.465.03Compare

See top fund managers for High Yield Bond Category Funds

 

Compare Aquila Three Peaks High Income Y Fund (ATPYX)Compare with High Yield Bond category ETFs

Some High Yield Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
PIMCO 0-5 Year High Yield Corp Bd ETF (HYS)000
SPDR Barclays High Yield Bond ETF (JNK)6.14%-4.91%1.23%
iShares iBoxx $ High Yield Corporate Bd (HYG)5.79%-2.67%2.13%

 

Graph of Aquila Three Peaks High Income Y Fund (ATPYX) Net Asset TrackingAquila Three Peaks High Income Y (ATPYX) Fund Net Asset

Track net asset change of Aquila Three Peaks High Income Y fund (ATPYX)

DateNet Asset
05/2016$258.78M
03/2016$247.81M
02/2016$218.28M
More historic net asset information on Aquila Three Peaks High Income Y Fund (ATPYX)

  

Graph of Aquila Three Peaks High Income Y Fund (ATPYX) Portfolio TrackingAquila Three Peaks High Income Y (ATPYX) Fund Portfolio Allocation

Track portfolio allocation change of Aquila Three Peaks High Income Y fund (ATPYX)

DateCashStockBondOther
03/20168.49%0%91.51%0%
12/20159.48%0%90.52%0%
09/20159.96%0%90.04%0%
Click here to see more historic asset allocation information on Aquila Three Peaks High Income Y Fund (ATPYX)

 

graph of Aquila Three Peaks High Income Y Fund (ATPYX) Top 10 Position TrackingTop 10 Holdings in Aquila Three Peaks High Income Y (ATPYX) Fund

Discover what Aquila Three Peaks High Income Y Fund (ATPYX) manager is buying

Mar 30, 2016
Hilton Worldwide Fin 5.625% [3.89%]
Svc Corp Intl 5.375% [3.16%]
Starz Llc / Starz Fin 5% [3.14%]
Aramark 5.75% [3.04%]
Amc Entmt 5.875% [2.05%]
Equinix 5.375% [1.87%]
Jarden 6.125% [1.86%]
Sally Hldgs 5.75% [1.83%]
Ball 5% [1.79%]
Hanesbrands 6.375% [1.75%]

Dec 30, 2015
Hilton Worldwide Fin 5.625% [3.61%]
Aramark 5.75% [3.35%]
Starz Llc / Starz Fin 5% [3.14%]
Crown Americas Llc/Cap Corp Ii 6.25% [2.61%]
Jarden 6.125% [2.57%]
Hanesbrands 6.375% [2.42%]
Cinemark Usa 7.375% [2.2%]
Svc Corp Intl 4.5% [2.15%]
Ball 5% [1.85%]
Sba Telecom 5.75% [1.59%]

Sep 29, 2015
Aramark 5.75% [3.37%]
Starz Llc / Starz Fin 5% [3.19%]
Hilton Worldwide Fin 5.625% [2.93%]
Crown Americas Llc/Cap Corp Ii 6.25% [2.78%]
Mpt Operating Partnership L.P 6.875% [2.39%]
Cinemark Usa 7.375% [2.32%]
Svc Corp Intl 4.5% [2.31%]
Amsurg 5.625% [1.98%]
Geo Grp 6.625% [1.88%]
Jarden 6.125% [1.7%]
Click here for Stock Holding Change Map in Aquila Three Peaks High Income Y Fund (ATPYX)

  

Latest News on Aquila Three Peaks High Income Y (ATPYX) Fund

See what is happening with Aquila Three Peaks High Income Y Fund (ATPYX)

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Aquila Three Peaks High Income Y Fund (ATPYX) Related ResourcesSee more information on Aquila Three Peaks High Income Y (ATPYX) Fund

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