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Aquila Opportunity Growth A (ATGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.17-0.19 (-0.46%)
At close: 08:00PM EDT

Aquila Opportunity Growth A

New York, NY 10036

120 West 45th Street, Suite 3600

Aquila Funds Trust

Management Information
,Lead Manager since September 30, 2021
Mr. McPeake is a Portfolio Manager at Aquila Investment Management LLC since September 2021. Mr. McPeake was a senior analyst at Rosenblatt Securities from March 2021 to September 2021, a technology, media and telecom analyst at 7Park Data from January 2020 to March 2021, a global technology analyst at Foresters Investment Management Co. from July 2018 to October 2019, a global technology portfolio manager at Devi Asset Management from April 2015 to July 2018, and a global senior technology analyst at Fred Alger Management from December 2007 to January 2015. Mr. McPeake has a BA in Geology from Hamilton College and an MBA in Finance from New York University, Stern School of Business.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyAquila
Net Assets119.46M
YTD Return8.62%
Yield0.00%
Morningstar Rating★★★
Inception DateApr 30, 1996

Fund Operations

Last Dividend0.36
Last Cap Gain23.00
Holdings Turnover107.00%
Average for CategoryN/A

Fees & Expenses

ExpenseATGAXCategory Average
Annual Report Expense Ratio (net)2.35%0.94%
Prospectus Net Expense Ratio2.35%N/A
Prospectus Gross Expense Ratio2.35%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A