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Aquila Rocky Mountain Equity C (ROCCX)

On Nov 24: 19.72 USD  Down 0.04 (0.20%)  
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AQUILA ROCKY MOUNTAIN EQUITY FU Delayed quote dataEdit
Net Asset Value: 19.72
Trade Time: Nov 24
Change: Down 0.04 (0.20%)
Prev Close: 19.72
YTD Return*: -2.08%
Net Assets*: 2.85M
Yield*: N/A
* As of 31-Dec-07
Aquila Rocky Mountain Equity C (ROCCX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 2.85M
Category: Mid-Cap Growth
Total Expense Ratio: 2.25%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: -2.08%
5y Avg Return: 11.97%
Rank in Category (ytd): 367
% Rank in Category (ytd): 37.95%
Beta (3y): 1.18
Morningstar Risk Rating: Low
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities issued by companies having a significant business presence in the Rocky Mountain Region consisting of Colorado, Arizona, Idaho, Montana, Nevada, New Mexico, Utah and Wyoming. These securities includes common stocks, preferred stock and convertible fixed-income securities. The management follows a combination of value and growth disciplines in investing.
Fund Profile


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