ATGCX : Aquila Three Peaks Opportunity Growth Fund Class C

ATGCX is a US Stocks Market Mid-Cap Blend with HIGH fees.

ATGCX

Aquila Three Peaks Opportunity Growth Fund Class C

FI Score

24 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

24% FI Score
  • atgcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Aquila Three Peaks Opportunity Growth Fund Class C

Expenses: 2.20% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the equity allocation.

Largest Holdings

Amount Holding
2.31% Ball Corp
2.28% SS&C Technologies Holdings Inc
2.06% TransUnion
2.02% Bio-Rad Laboratories Inc
2.02% IHS Markit Ltd
1.98% Fidelity National Information Services Inc
1.96% L3Harris Technologies Inc
1.93% IQVIA Holdings Inc
1.85% Teleflex Inc
1.76% Graphic Packaging Holding Co
1.73% Fiserv Inc
1.71% Global Payments Inc
1.70% Hill-Rom Holdings Inc
1.68% Xylem Inc
1.63% Crown Holdings Inc
1.63% Nasdaq Inc
1.63% Service Corp International
1.62% Dell Technologies Inc Class C
1.59% Republic Services Inc Class A
1.58% Catalent Inc
1.56% Equinix Inc
1.54% Roper Technologies Inc
1.52% Liberty SiriusXM Group C
1.50% Elanco Animal Health Inc
1.48% Motorola Solutions Inc

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