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Aquila Rocky Mountain Equity Y (ROCYX)

On Nov 24: 22.63 USD  Down 0.04 (0.18%)  
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AQUILA ROCKY MOUNTAIN EQUITY FU Delayed quote dataEdit
Net Asset Value: 22.63
Trade Time: Nov 24
Change: Down 0.04 (0.18%)
Prev Close: 22.63
YTD Return*: 14.95%
Net Assets*: 460.00K
Yield*: N/A
* As of 31-Oct-09
Aquila Rocky Mountain Equity Y (ROCYX)
3m  6m  1y  2y  5y  max 
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 460.00K
Category: Mid-Cap Growth
Total Expense Ratio: 1.27%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 14.95%
5y Avg Return: -2.99%
Rank in Category (ytd): 720
% Rank in Category (ytd): 84.91%
Beta (3y): 1.18
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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