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Morningstar

Amana Growth Investor AMAGX

Morningstar Analyst Rating
Analyst rating as of | See Amana Investment Hub
  • NAV / 1-Day Return 61.22  /  0.54 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.16%
  • Turnover 7%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:07 PM GMT+00:00

Morningstar’s Analysis AMAGX

Will AMAGX 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 AMAGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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.

Parent Pillar

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

This fund remains in good shape under its new lead manager.

Senior Analyst

Summary

| by David Kathman

Amana Growth is back in the groove under its current lead manager. It earns a Morningstar Analyst Rating of Bronze for both share classes.

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