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Aquila Rocky Mountain Equity Y (ROCYX)

On Nov 25: 22.63 USD  Down 0.04 (0.18%)  
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 AQUILA ROCKY MOUNTAIN EQUITY FU Delayed quote dataEdit
Net Asset Value:22.63
Trade Time:Nov 25
Change:Down 0.04 (0.18%)
Prev Close:22.67
YTD Return*:14.95%
Net Assets*:460.00K
Yield*:N/A
* As of 31-Oct-09
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 FUND BASICS31-Oct-09
Morningstar Overall Rating:2 stars
Total Assets:460.00K
Category:Mid-Cap Growth
Total Expense Ratio:1.27%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:14.95%
5y Avg Return:-2.99%
Rank in Category (ytd):720
% Rank in Category (ytd):84.91%
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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