Amana Funds List | Morningstar

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Amana Mutual Funds List

Share Class Type

1 to 8 of 8 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day-End) YTD, Day-End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Amana Mutual Funds Trust Growth Fund Institutional	AMIGX	Large Growth			11.86%	12	0.610%	Below Average	Institutional	$100,000
Amana Mutual Funds Trust Growth Fund Investor	AMAGX	Large Growth			11.63%	13	0.860%	Average	No Load	$100
Amana Participation Fund Investor Shares	AMAPX	Global Bond			−0.47%	37	0.810%	Average	No Load	$100
Amana Participation Fund Institutional Shares	AMIPX	Global Bond			−0.36%	34	0.570%	Below Average	Institutional	$100,000
Amana Mutual Funds Trust Income Fund Institutional	AMINX	Large Blend			17.14%	7	0.750%	Above Average	Institutional	$100,000
Amana Mutual Funds Trust Developing World Fund Institutional	AMIDX	Diversified Emerging Markets			11.18%	66	0.980%	Average	Institutional	$100,000
Amana Mutual Funds Trust Developing World Fund Investor	AMDWX	Diversified Emerging Markets			10.96%	68	1.200%	Average	No Load	$100
Amana Mutual Funds Trust Income Fund Investor	AMANX	Large Blend			16.89%	7	0.990%	Above Average	No Load	$100

Amana Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.
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Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
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