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Amana Income Investor AMANX

Analyst rating as of
NAV / 1-Day Return
58.34  /  0.65 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.060%
Expense Ratio
1.060%
Fee Level
Above Average
Longest Manager Tenure
8.22 years
Category
US Fund Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.06%
Turnover
0
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Morningstar’s Analysis

Will AMANX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars 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 Income’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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