Morningstar

Iman Fund Class K IMANX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Allied Asset Investment Hub
  • NAV / 1-Day Return $23.06  /  −0.35 %
  • Fund Size $270.6M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $250
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

Morningstar’s Analysis IMANX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Iman K holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IMANX

More IMANX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.34 20M
Technology

NVIDIA Corp

6.04 16M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.71 16M
Technology

Alphabet Inc Class A

5.33 14M
Communication Services

Microsoft Corp

4.33 12M
Technology

Micron Technology Inc

4.33 12M
Technology

AstraZeneca PLC

4.31 12M
Healthcare

Alphabet Inc Class C

3.51 10M
Communication Services

Eli Lilly and Co

3.33 9M
Healthcare

ExxonMobil Holdings Corp

3.25 9M
Energy

Sponsor Center