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Aquila Three Peaks Opportunity Growth I (ATRIX) Fund Ranking and Research

Ranking, Research and Recommendation of Aquila Three Peaks Opportunity Growth I (ATRIX) Fund

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

 

Graph of Aquila Three Peaks Opportunity Growth I Fund (ATRIX) ManagerFund Manager - Sandy Rufenacht

Fund Manager Information

Fund Manager Tenure: 8.8 years
Fund Family: Aquila
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
Rufenacht is chief investment officer and portfolio manager with Three Peaks Capital Management, LLC.  Get more insights on Sandy Rufenacht

 

Graph of Aquila Three Peaks Opportunity Growth I Fund (ATRIX) ProfileAquila Three Peaks Opportunity Growth I Fund (ATRIX) Profile

Fund Profile and Description

Aquila Three Peaks Opportunity Growth I Fund seeks capital appreciation. Aquila Three Peaks Opportunity Growth I Fund normally invests at least 70% of net assets in equity securities with the potential for capital appreciation. Warrants, convertible bonds and preferred stock are considered equity securities for purposes of the equity allocation. It invests in a range of stock market capitalizations that could include small-cap, mid-cap, and large-cap. Aquila Three Peaks Opportunity Growth I Fund may, from time to time, hold as much as 30% of net assets in fixed-income securities including lower-quality corporate debt securities. It may invest up to 15% of net assets in foreign securities (debt and/or equity).

 

Aquila Three Peaks Opportunity Growth I (ATRIX) Fund Strength What we like about Aquila Three Peaks Opportunity Growth I (ATRIX) Fund

Data for Aquila Three Peaks Opportunity Growth I Fund (ATRIX) as of May 30, 2016

  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) management has been with Aquila Three Peaks Opportunity Growth I Fund for 8.8 years
  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) has good short-term performance (1-year return -2.61% vs -5.73% Mid-Cap Growth category median performance)
  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) has good mid-term performance (3-year return 13.05% vs 8.38% Mid-Cap Growth category median performance)
  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) has good Long-term performance (5-year return 13.25% vs 7.70% Mid-Cap Growth category median performance)
  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) ratio of up-years vs down years is greater than 2
  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) has a Morningstar rating of 4 and above
  • Asset base in Aquila Three Peaks Opportunity Growth I Fund (ATRIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) has an annual stock turnover rate of 49.00% vs Mid-Cap Growth average of 50.96%. It is good that Aquila Three Peaks Opportunity Growth I management does not trade extensively for its return.
  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.74, lower than category average of 13.49

Aquila Three Peaks Opportunity Growth I Fund (ATRIX) Weakness What we are cautious about Aquila Three Peaks Opportunity Growth I (ATRIX) Fund

Data for Aquila Three Peaks Opportunity Growth I Fund (ATRIX) as of May 30, 2016

  • Aquila Three Peaks Opportunity Growth I Fund (ATRIX) has a higher expense ratio of 1.32% than its Mid-Cap Growth average of 1.28%
  • Even though Aquila Three Peaks Opportunity Growth I Fund carries no load, it does have a 0.15% of 12b1 promotion, distributions, marketing expenses
See Aquila Three Peaks Opportunity Growth I Fund (ATRIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aquila Three Peaks Opportunity Growth I Fund (ATRIX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aquila Three Peaks Opportunity Growth I2.68-2.6113.0513.25
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Aquila Three Peaks Opportunity Growth I Fund (ATRIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Aquila Three Peaks Opportunity Growth I Fund (ATRIX) Net Asset TrackingAquila Three Peaks Opportunity Growth I (ATRIX) Fund Net Asset

Track net asset change of Aquila Three Peaks Opportunity Growth I fund (ATRIX)

DateNet Asset
05/2016$591.22M
03/2016$547.63M
02/2016$501.91M
More historic net asset information on Aquila Three Peaks Opportunity Growth I Fund (ATRIX)

  

Graph of Aquila Three Peaks Opportunity Growth I Fund (ATRIX) Portfolio TrackingAquila Three Peaks Opportunity Growth I (ATRIX) Fund Portfolio Allocation

Track portfolio allocation change of Aquila Three Peaks Opportunity Growth I fund (ATRIX)

DateCashStockBondOther
03/20169.38%90.62%0%0%
12/201511.1%88.9%0%0%
09/20157.3%92.7%0%0%
Click here to see more historic asset allocation information on Aquila Three Peaks Opportunity Growth I Fund (ATRIX)

 

graph of Aquila Three Peaks Opportunity Growth I Fund (ATRIX) Top 10 Position TrackingTop 10 Holdings in Aquila Three Peaks Opportunity Growth I (ATRIX) Fund

Discover what Aquila Three Peaks Opportunity Growth I Fund (ATRIX) manager is buying

Mar 30, 2016
Nielsen Holdings PLC [2.94%]
Silgan Holdings Inc. [2.94%]
Level 3 Communications, Inc. Co [2.77%]
Republic Services, Inc. Common [2.74%]
Crown Holdings, Inc. [2.71%]
The Kraft Heinz Company [2.68%]
Aramark Common Stock [2.65%]
Loews Corporation Common Stock [2.55%]
Sealed Air Corporation Common S [2.44%]
Fidelity National Information S [2.34%]

Dec 30, 2015
Level 3 Communications, Inc. Co [2.86%]
Service Corporation Internation [2.81%]
Crown Holdings, Inc. [2.77%]
Silgan Holdings Inc. [2.58%]
Nielsen Holdings PLC [2.58%]
Aramark Common Stock [2.56%]
Liberty Media Corporation [2.53%]
Sealed Air Corporation Common S [2.26%]
Fidelity National Information S [2.2%]
ServiceMaster Global Holdings, [2.1%]

Sep 29, 2015
Service Corporation Internation [4.13%]
Amsurg Corp. [3.73%]
Crown Holdings, Inc. [2.5%]
Silgan Holdings Inc. [2.49%]
Nielsen Holdings PLC [2.48%]
Pinnacle Foods, Inc. Common Sto [2.47%]
Fidelity National Information S [2.44%]
Sealed Air Corporation Common S [2.36%]
Aramark Common Stock [2.35%]
Level 3 Communications, Inc. Co [2.3%]
Click here for Stock Holding Change Map in Aquila Three Peaks Opportunity Growth I Fund (ATRIX)

  

Latest News on Aquila Three Peaks Opportunity Growth I (ATRIX) Fund

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Aquila Three Peaks Opportunity Growth I Fund (ATRIX) Related ResourcesSee more information on Aquila Three Peaks Opportunity Growth I (ATRIX) Fund

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