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Amana Growth Investor AMAGX

Medalist Rating as of | See Amana Investment Hub
  • NAV / 1-Day Return 77.16  /  +0.08 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.15%
  • Turnover 6%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:12 PM GMT+0

Morningstar’s Analysis AMAGX

Will AMAGX outperform in future?

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

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

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Despite an off year in 2023, the fund has stayed on the right path under the current managers. The following text is from Jan. 31, 2023.

Rated on Published on

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Portfolio Holdings AMAGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Eli Lilly and Co

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Advanced Micro Devices Inc

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Adobe Inc

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Intuit Inc

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ServiceNow Inc

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