Azzad Ethical holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Azzad Ethical Fund ADJEX
- NAV / 1-Day Return $17.76 / +0.45 %
- Fund Size $144.3M
- Adjusted Expense Ratio 0.990%
- Net Expense Ratio 0.990%
- Fee Level: Distribution Average
- Share Class Type No Load
- Morningstar Category Mid-Cap Growth
- Equity Style Box (Funds) Mid Growth
- Minimum Initial Investment $1,000
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 34%
Morningstar’s Analysis ADJEX
Will ADJEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Quanta Services Inc | 6.18 | 9M | Industrials |
KLA Corp | 4.77 | 7M | Technology |
Cloudflare Inc | 4.67 | 7M | Technology |
Coherent Corp | 4.38 | 6M | Technology |
Cadence Design Systems Inc | 3.98 | 6M | Technology |
Monolithic Power Systems Inc | 3.91 | 5M | Technology |
IDEXX Laboratories Inc | 3.47 | 5M | Healthcare |
Fastenal Co | 3.15 | 4M | Industrials |
Howmet Aerospace Inc | 2.96 | 4M | Industrials |
Snowflake Inc Ordinary Shares | 2.73 | 4M | Technology |