Aquila Three Peaks Opportunity Growth Fund was included in a New York Times report listing 5-Year Leaders among US General Stock Funds based on total return performance results through June 30, 2016.
The New York Times report recognizes the top 20 performing US General Stock Funds, based on Morningstar total percentage returns for the quarter, the year and five years, annualized, and the fund’s rank within the universe of Nasdaq-listed stock funds tracked by Morningstar Inc. for periods ending June 30, 2016. Only funds traded on Nasdaq with at least $50 million in assets were included.
Aquila Three Peaks Opportunity Growth Fund pursues a distinctive approach to selecting equity investments based on a long history of conducting research in the high-yield corporate bond market, and investing in high-yield issuers when research indicates they are successfully and prudently managing leverage and the corporate balance sheet. The characteristics we look for in high-yield debt issuers have helped identify opportunities for improvement in the equity performance of those companies. This strategy in the high-yield debt market is the foundation on which the strategy of Aquila Three Peaks Opportunity Growth Fund was built.
Performance quoted in The New York Times report may not be current. For current quarter-end standardized performance please click here.
Before investing in a Fund, carefully read about and consider the investment objectives, risks, charges, expenses, and other information found in the Fund prospectus. The prospectus is available on this site, from your financial adviser and when you call 800-437-1020.
Morningstar, a mutual fund rating service, compiles performance data used to derive their own ranking data. Morningstar rankings are based on total return calculations without an adjustment for sales charges.