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Amana Income Institutional AMINX

Analyst rating as of
NAV / 1-Day Return
60.44  /  1.19 %
Total Assets
1.6 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
Above Average
Longest Manager Tenure
10.21 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.29%
Turnover
5%

Morningstar’s Fund Analysis AMINX

Will AMINX outperform in future?

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

Despite poor recent returns, this fund is in good shape under its new lead manager.

Senior Analyst

Summary

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Amana Income remains a solid fund two years after its founding manager retired, despite its mediocre recent results. The fund maintains a Morningstar Analyst Rating of Bronze for the Institutional shares and Neutral for the Investor shares.

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