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Amana Growth Investor AMAGX

Analyst rating as of
NAV / 1-Day Return
48.56  /  0.06 %
Total Assets
2.2 Bil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
Above Average
Longest Manager Tenure
7.82 years
Category
US Fund Large Growth
Investment Style
Large Growth
Min. Initial Investment
250
Status
Open
TTM Yield
0.33%
Turnover
0
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Morningstar’s Analysis

Will AMAGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

This fund is losing its longtime lead manager, but it still has numerous positive features.

Senior Analyst

Summary

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The upcoming departure of Amana Growth’s longtime lead manager drops its People Pillar rating to Average, but its Process remains Above Average. The fund’s Institutional shares earn a Morningstar Analyst Rating of Bronze, while the more-expensive Investor shares are rated Neutral.

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