Aquila Three is trading at 40.75 as of the 20th of March 2025; that is 0.39% up since the beginning of the trading day. The fund's open price was 40.59. Aquila Three has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. issuers. The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities. 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 80 percent policy.. More on Aquila Three Peaks
Aquila Three Peaks [ATGYX] is traded in USA and was established 20th of March 2025. 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 449.97 M in assets under management (AUM) with no minimum investment requirementsAquila Three Peaks is currently producing year-to-date (YTD) return of 2.11% with the current yeild of 0.0%, while the total return for the last 3 years was 5.13%.
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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.
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.