Aquila Three Peaks Fund Quote

ATPCX Fund  USD 8.22  0.00  0.00%   

Performance

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Odds Of Distress

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Aquila Three is trading at 8.22 as of the 29th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 8.22. 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. Equity ratings for Aquila Three Peaks are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of December 2022 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus any borrowings for investment purposes in income-producing securities. Its portfolio will typically include a high proportion, perhaps even 100, of high-yieldhigh-risk securities rated below investment grade. More on Aquila Three Peaks

Moving together with Aquila Mutual Fund

  0.97ATIPX Aquila Three PeaksPairCorr
  0.68ATPAX Aquila Three PeaksPairCorr
  0.65COTFX Aquila Tax FreePairCorr
  0.65HULAX Hawaiian Tax FreePairCorr

Aquila Mutual Fund Highlights

Thematic IdeaAggressive Funds (View all Themes)
Fund ConcentrationAquila Funds, Large Funds, High Yield Bond Funds, Aggressive Funds, High Yield Bond, Aquila (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date27th of April 2023
Fiscal Year EndDecember
Aquila Three Peaks [ATPCX] is traded in USA and was established 29th of November 2024. Aquila Three is listed under Aquila category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Aquila family. The entity is thematically classified as Aggressive Funds. This fund presently has accumulated 98.79 M in assets under management (AUM) with no minimum investment requirementsAquila Three Peaks is currently producing year-to-date (YTD) return of 5.12% with the current yeild of 0.0%, while the total return for the last 3 years was 2.29%.
Check Aquila Three Probability Of Bankruptcy

Instrument Allocation

Aquila Three Peaks Risk Profiles

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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