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Aquila High Income C (ATPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.04-0.01 (-0.12%)
At close: 08:00PM EDT

Aquila High Income C

New York, NY 10036

120 West 45th Street, Suite 3600

Aquila Funds Trust

Management information
Pedro V. Marcal,Lead manager since 30 September 2021
Mr. Marcal is Director of Equities and High Yield and a Portfolio Manager at Aquila Investment Management LLC since September 2021. Mr. Marcal was Founder and Owner of Maccabee, LLC from September 2012 to September 2021. Mr. Marcal was a Director in the Equities Group and mutual fund portfolio manager at Foresters Investment Management Co. from 2018 to 2019, where he managed Foresters’ global equities mutual fund and co-managed its U.S. equity analyst and trading teams. Previously, Mr. Marcal was a mutual fund global and international portfolio manager at Fred Alger Management, Inc. from 2013 to 2018, where he managed international equity funds, and a portfolio manager at Allianz Global Investors from 1994 to 2012, where he managed global and international mutual funds. Mr. Marcal has a Bachelor of Arts in economics from University of California, San Diego and an MBA from University of California at Los Angeles Anderson School of Business.
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 assets88.92M
YTD return1.04%
Yield3.85%
Morningstar rating★★★
Inception date31 May 2006

Fund operations

Last dividend0.08
Last cap gain-9.00
Holdings turnover34.00%
Average for categoryN/A

Fees and expenses

ExpenseATPCXCategory average
Annual report expense ratio (net)1.01%0.95%
Prospectus net expense ratio1.01%N/A
Prospectus gross expense ratio1.21%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