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ATGCX Aquila Three Peaks Opportunity Growth C

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Fund ATGCX Aquila Three Peaks Opportunity Growth C POAGX PRIMECAP Odyssey Aggressive Growth CMIDX Congress Mid Cap Growth Retail  
100% 85% 89%
Annual Fees
(2.10% Exp. Ratio)
(0.62% Exp. Ratio)
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$27,323.99 $42,858.12 $38,204.91
Est. savings over 30 yrs +$15,534.13 +$10,880.92
As of 12/31/16
1 YR RETURN 5.09%
3 YR 7.71%
5 YR 15.96%
10 YR 5.51%
1 YR RETURN 11.73%
3 YR 10.84%
5 YR 20.65%
10 YR 11.75%
1 YR RETURN 13.11%
3 YR 7.90%
5 YR --
10 YR --
The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 70% of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the equity allocation. Its investment strategy focuses on factors specific to each investment, such as an improving balance sheet and an improving leverage ratio. The fund may, from time to time, hold as much as 30% of its net assets in a variety of fixed income securities of any maturity, including lower-quality corporate debt securities.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid‑size market capitalization. The adviser defines mid-size market capitalization as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Mid Cap Growth Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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