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Aquila Three Peaks High Income A (ATPAX)

On Nov 23: 8.89 USD   0.00 (0.00%)  
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AQUILA THREE PEAKS HIGH INCOME Delayed quote dataEdit
Net Asset Value: 8.89
Trade Time: Nov 23
Change: 0.00 (0.00%)
Prev Close: 8.89
YTD Return*: 22.80%
Net Assets*: 41.96M
Yield*: 7.45%
* As of 31-Oct-09
Aquila Three Peaks High Income A (ATPAX)
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HEADLINES
Junk Bond Funds Reward Investors
at TheStreet.com (Tue, Mar 10)
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 41.96M
Category: High Yield Bond
Total Expense Ratio: 1.00%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 22.80%
5y Avg Return: N/A
Rank in Category (ytd): 525
% Rank in Category (ytd): 95.98%
Beta (3y): 1.02
Morningstar Risk Rating: Low
Performance Details - Risk Details

FUND SUMMARY
The investment seeks high current income; capital appreciation is a secondary objective. The 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 may invest a high proportion of assets in high-yield/high-risk securities rated below investment grade.
Fund Profile


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