Pedro Marcal, Director of Equities and High Yield, Lead Portfolio Manager of Aquila Opportunity Growth Fund, recently participated in an Asset TV Masterclass on mid-cap stocks. The discussion focuses on this specific area of the stock market, distinct opportunities it presents, and why investors may wish to consider mid-cap stocks as part of a diversified portfolio.
In this segment, Pedro provides insights into the unique characteristics of mid-cap stocks, as well as key aspects of the equity strategy at Aquila. Learn more about our disciplined investment and research process, and how mid-cap stocks can help provide attractive opportunities for growth.
This presentation is provided for informational purposes only. It is not intended to represent a recommendation or solicitation related to any particular investment, security or industry sector.
The opinions shared are those of the portfolio manager and do not necessarily reflect those of the Investment Adviser of the Fund.
Information regarding holdings is subject to change and is not necessarily representative of the entire portfolio.
Arista Networks was a portfolio holding of Aquila Opportunity Growth Fund, representing 1.97% of the fund’s total portfolio, as of 6/30/22. Information regarding holdings is subject to change and is not necessarily representative of a fund’s entire portfolio. A complete list of portfolio holdings, including percentage allocations, for any of the funds offered by Aquila Group of Funds is available at www.aquilafunds.com, or by calling 800-437-1020.
Mutual fund investing involves risk; loss of principal is possible. Investment risks include, but are not limited to, potential loss of vale, market risk, financial risk, interest rate risk, credit risk, and investments in highly-leveraged companies, lower-quality debt securities, foreign markets and foreign currencies.
Before investing in the Fund, carefully read about and consider the investment objectives, risks, charges, expenses, and other information found in the Fund’s prospectus. You can obtain the prospectus by clicking here, from your financial advisor, and by calling Aquila Group of Funds at 800-437-1020.