Morningstar

Amana Mutual Funds Trust Growth Fund Institutional AMIGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Amana Investment Hub

Morningstar’s Analysis AMIGX

Will AMIGX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMIGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMIGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AMIGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Amana Growth and Amana Income Shore Up Their Management Teams; Ratings Unchanged

null Tony Thomas

Tony Thomas

Analyst Note

Following the March 2026 departure of deputy portfolio manager Dan Kim, Amana Growth and Amana Income are adding some in-house resources to their management teams. The strategies needed these appointments given manager Scott Klimo's pending retirement, though established manager Monem Salam (lead manager of Amana Income and a deputy on Amana Growth) is the key to longer-term continuity on both strategies. The strategies retain their Average People and Process ratings, as well as their overall Morningstar Medalist Ratings.

by Tony Thomas
Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center