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Aquila Rocky Mountain Equity C (ROCCX)

On Feb 10: 19.14 USD  Up 0.24 (1.27%)  
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 AQUILA ROCKY MOUNTAIN EQUITY FU Delayed quote dataEdit
Net Asset Value:19.14
Trade Time:Feb 10
Change:Up 0.24 (1.27%)
Prev Close:18.90
YTD Return*:21.39%
Net Assets*:640.00K
Yield*:N/A
* As of 30-Nov-09
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 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:640.00K
Category:Mid-Cap Growth
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:21.39%
5y Avg Return:-3.65%
Rank in Category (ytd):694
% Rank in Category (ytd):83.92%
Beta (3y):1.18
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities issued by companies having a significant business presence in the Rocky Mountain Region consisting of Colorado, Arizona, Idaho, Montana, Nevada, New Mexico, Utah and Wyoming. These securities includes common stocks, preferred stock and convertible fixed-income securities. The management follows a combination of value and growth disciplines in investing.
Fund Profile


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