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Amana Income Investor AMANX

Analyst rating as of
NAV / 1-Day Return
61.20  /  0.66 %
Total Assets
1.5 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Above Average
Longest Manager Tenure
8.64 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
0.99%
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 still has numerous positive features, even after the loss of its longtime lead manager.

Senior Analyst

Summary

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Amana Income 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 more expensive Investor shares stay at Neutral.

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