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Morningstar

Amana Income Institutional AMINX Fund Analysis

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

Morningstar’s Analysis AMINX

Will AMINX outperform in 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 AMINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMINX 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 AMINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund is 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.

by David Kathman
Rated on Published on

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