Amana Growth remains a solid fund in many ways, even after the departure of former lead portfolio manager Nick Kaiser. The Institutional shares maintain their Morningstar Analyst Rating of Bronze, and the Investor shares earn an upgrade to Bronze from Neutral because of their declining expense ratio.
Will AMAGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMAGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AMAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AMAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.