Skip to Content
Morningstar

Iman K IMANX

Morningstar Medalist Rating
Medalist Rating as of | See Allied Asset Investment Hub
  • NAV / 1-Day Return 14.52  /  −0.95 %
  • Total Assets 178.0 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • Turnover 72%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis IMANX

Will IMANX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IMANX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IMANX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IMANX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Iman K to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IMANX

More IMANX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.70 12.6 Mil
Technology

Microsoft Corp

7.08 11.6 Mil
Technology

Alphabet Inc Class A

3.53 5.8 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.36 5.5 Mil
Technology

Meta Platforms Inc Class A

3.27 5.3 Mil
Communication Services

Exxon Mobil Corp

3.07 5.0 Mil
Energy

Novo Nordisk A/S ADR

3.01 4.9 Mil
Healthcare

NVIDIA Corp

2.50 4.1 Mil
Technology

Johnson & Johnson

2.38 3.9 Mil
Healthcare

Linde PLC

2.15 3.5 Mil
Basic Materials