Aquila Three Peaks High Income C
380 Madison Ave Suite 2300 New York NY 10017
Map
Phone: 800-437-1020
| Category: | High Yield Bond | | Fund Family: | Aquila | | Net Assets: | 4.12M | | Year-to-Date Return: | -2.53% | | Yield: | 5.95% | | Morningstar Rating: | N/A | | Fund Inception Date: | 08-Jun-06 |
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Sandy R. Rufenacht
Lead Manager since
01-Jun-06 | | | Rufenacht is chief investment officer and portfolio manager with Three Peaks Capital Management, LLC. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high current income; capital appreciation is a secondary objective. The fund normally invests at least 80% of assets plus any borrowings for investment purposes in income-producing securities that may be rated at any level by nationally recognized statistical rating organizations or may be unrated. It may invest a high proportion of assets in high-yield/high-risk securities rated below investment grade. |
| Last Dividend
(30-Apr-08):
| 0.05 | | Last Cap Gain
(26-Dec-07):
| 0.02 | | Annual Holdings Turnover
| 157.00% | | Average for Category:
| 116.46% |
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| Expense | ATPCX | Category
Avg | | Total Expense Ratio: | 1.80%
| 1.23% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.41% | | Max Deferred Sales Load: | 1.00%
| 2.71% | | 3 Yr Expense Projection*: |
$1,154 | $576 | | 5 Yr Expense Projection*: |
$2,131 | $874 | | 10 Yr Expense Projection*: |
$4,289 | $1,726 |
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