All posts from Zacks
Zacks in Our Research. Your Success.,

How is Aquila Three Peaks High Income A Fund (ATPAX) Performing?

Aquila Three Peaks High Income A (ATPAX) a Zacks Ranked #3 (Hold) was incepted in June 2006. ATPAX seeks high level of current income. ATPAX invests the large chunk of its assets in below investment grade securities that are expected to provide high yield. Though ATPAX invests in securities irrespective of the maturities, it is expected to maintain average effective weighted maturity within 1 year of that of the Barclays Capital U.S. Corporate High-Yield Bond Index. ATPAX may also invest a significant portion of its assets in foreign debt securities.

Aquila Three Peaks High Income A, managed by Aquila Funds , carries an expense ratio of 1.14%. Moreover, ATPAX requires a minimal initial investment of $1,000.

ATPAX has a history of positive total returns for over 5 years. Specifically, the fund’s returns over the 1, 3 year benchmarks; 1 year 2.8% and 5 year 2.2%. To see how this fund performed compared in its category, please click here.

ATPAX’s performance, as of the last filing, when compared to funds in its category was in the top 1% in 1 year, top 14% over the past 3 years, and in the 48% over the past 5 years.

Zacks Premium

To see the Zacks Mutual Fund Rank for the funds you’re interested in —plus, gain access to the Zacks Rank for your stocks and ETFs; Premium Screens; Equity Research Reports; Focus List portfolio of 50-longer-term stocks and more— start your 30-day free trial to Zacks Premium.

View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (ATPAX): Fund Analysis Report
To read this article on click here.
Zacks Investment Research