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Aquila Three Peaks Opportunity Growth Fund Class A (ATGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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56.75-0.90 (-1.56%)
At close: 8:00PM EDT

Aquila Three Peaks Opportunity Growth Fund Class A

Aquila Funds Trust

120 West 45th Street, Suite 3600

New York, NY 10036

Management Information
Sandy Rufenacht,Lead Manager since October 14, 2010
Rufenacht is chief investment officer and portfolio manager with Three Peaks Capital Management, LLC. Prior to forming Three Peaks Capital Management, Mr. Rufenacht was Executive Vice President and Portfolio Manager of Janus funds. Since July 2003 he has been the founder, principal and Chief Executive Officer of Three Peaks Capital Management. He holds a Bachelor of Arts degree in Business from the University of Northern Colorado.
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Morningstar Category
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Fund Overview

CategoryMid-Cap Blend
Fund FamilyAquila
Net Assets246.02M
YTD Return11.16%
Morningstar Rating★★★
Inception DateJul. 21, 1994

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover69.00%
Average for CategoryN/A

Fees & Expenses

ExpenseATGAXCategory Average
Annual Report Expense Ratio (net)1.55%0.95%
Prospectus Net Expense Ratio1.55%N/A
Prospectus Gross Expense Ratio1.55%N/A
Max 12b1 Fee0.30%N/A
Max Front End Sales Load4.25%5.31%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection894N/A
5 Yr Expense Projection1,234N/A
10 Yr Expense Projection2,192N/A