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Aquila Rocky Mountain Equity C (ROCCX)

On Feb 9: 19.14 USD  Up 0.24 (1.27%)  
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AQUILA ROCKY MOUNTAIN EQUITY FU Delayed quote dataEdit
Net Asset Value: 19.14
Trade Time: Feb 9
Change: Up 0.24 (1.27%)
Prev Close: 18.90
YTD Return*: -6.43%
Net Assets*: 530.00K
Yield*: N/A
* As of 31-Jan-10
Aquila Rocky Mountain Equity C (ROCCX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 530.00K
Category: Mid-Cap Growth
Total Expense Ratio: 2.27%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -6.43%
5y Avg Return: -3.79%
Rank in Category (ytd): 839
% Rank in Category (ytd): 97.9%
Beta (3y): 1.19
Morningstar Risk Rating: Average
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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