Aquila Three Peaks Fund Quote
| ATGAX Fund | USD 46.67 0.18 0.38% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Aquila Three is trading at 46.67 as of the 30th of November 2024; that is 0.38% down since the beginning of the trading day. The fund's open price was 46.85. Aquila Three has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Aquila Three Peaks are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 70 percent 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 funds 70 percent policy.. More on Aquila Three Peaks
Moving together with Aquila Mutual Fund
Moving against Aquila Mutual Fund
Aquila Mutual Fund Highlights
| Fund Concentration | Aquila Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Aquila (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of April 2023 |
| Fiscal Year End | December |
Aquila Three Peaks [ATGAX] is traded in USA and was established 30th of November 2024. Aquila Three is listed under Aquila category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Aquila family. This fund presently has accumulated 128.08 M in assets under management (AUM) with no minimum investment requirementsAquila Three Peaks is currently producing year-to-date (YTD) return of 15.02% with the current yeild of 0.0%, while the total return for the last 3 years was 3.43%.
Check Aquila Three Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aquila Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aquila Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aquila Three Peaks Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aquila Three Peaks Mutual Fund Constituents
| ANET | Arista Networks | Stock | Information Technology | |
| USFD | US Foods Holding | Stock | Consumer Staples | |
| VSAT | ViaSat Inc | Stock | Information Technology | |
| DISH | DISH Network | Stock | Communication Services | |
| CMS | CMS Energy | Stock | Utilities | |
| D | Dominion Energy | Stock | Utilities | |
| XPO | XPO Logistics | Stock | Industrials | |
| CDW | CDW Corp | Stock | Information Technology |
Aquila Three Peaks Risk Profiles
| Mean Deviation | 0.7091 | |||
| Semi Deviation | 0.7515 | |||
| Standard Deviation | 0.9114 | |||
| Variance | 0.8307 |
Aquila Three Against Markets
Other Information on Investing in Aquila Mutual Fund
Aquila Three financial ratios help investors to determine whether Aquila Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aquila with respect to the benefits of owning Aquila Three security.
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