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Aquila Three Peaks High Income Fund Class Institutional (ATIPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.02+0.02 (+0.25%)
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Aquila Three Peaks High Income Fund Class Institutional

Aquila Funds Trust

120 West 45th Street, Suite 3600

New York, NY 10036

Management information
Sandy Rufenacht,Lead manager since 31 May 2006
Rufenacht is chief investment officer and portfolio manager with Three Peaks Capital Management, LLC. Prior to forming Three Peaks Capital Management, Mr. Rufenacht was Executive Vice President and Portfolio Manager of Janus funds. Since July 2003 he has been the founder, principal and Chief Executive Officer of Three Peaks Capital Management. He holds a Bachelor of Arts degree in Business from the University of Northern Colorado.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryHigh Yield Bond
Fund familyAquila
Net assets193.2M
YTD return-4.67%
Morningstar rating★★★
Inception date28 Jun 2006

Fund operations

Last dividend0.03
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseATIPXCategory average
Annual report expense ratio (net)0.00%0.95%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.88%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A