Morningstar

Amana Participation Fund Investor Shares AMAPX

Medalist Rating as of Apr 27, 2026 See Amana Investment Hub

Strategy

The investment seeks capital preservation and current income, consistent with Islamic principles; capital preservation is its primary objective. Under normal conditions, the fund invests at least 80% of its total net assets in short and intermediate-term Islamic income-producing investments. It invests at least 65% of its assets in securities rated within the four highest grades (Aaa, Aa, A, Baa) by a nationally-recognized rating agency and may invest up to 35% in unrated and high-yield notes and certificates, which may be considered equivalent to "junk bonds". The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AMAPX	Amana Participation Fund Investor Shares	No Load	Open			Sep 28, 2015	$50.24M	0.810%	Average	$100	$11.80M
AMIPX	Amana Participation Fund Institutional Shares	Institutional	Open			Sep 28, 2015	$273.15M	0.570%	Below Average	$100,000	$13.85M

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