Aquila Three Peaks Fund Minimum Initial Investment
Aquila Three Peaks fundamentals help investors to digest information that contributes to Aquila Three's financial success or failures. It also enables traders to predict the movement of Aquila Mutual Fund. The fundamental analysis module provides a way to measure Aquila Three's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aquila Three mutual fund.
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Aquila Three Peaks Mutual Fund Minimum Initial Investment Analysis
Aquila Three's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
CompetitionBased on the recorded statements, Aquila Three Peaks has a Minimum Initial Investment of 0.0. This indicator is about the same for the Aquila average (which is currently at 0.0) family and about the same as High Yield Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Aquila Three
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Aquila Three's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aquila Fundamentals
| Price To Earning | 12.85 X | |||
| Total Asset | 1.16 M | |||
| Annual Yield | 0.0001 % | |||
| Year To Date Return | 4.73 % | |||
| One Year Return | 7.96 % | |||
| Three Year Return | 2.16 % | |||
| Five Year Return | 3.19 % | |||
| Ten Year Return | 3.82 % | |||
| Net Asset | 98.79 M | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 3.10 % | |||
| Bond Positions Weight | 1.78 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Other Consideration for investing in Aquila Mutual Fund
If you are still planning to invest in Aquila Three Peaks check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Aquila Three's history and understand the potential risks before investing.
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