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Morningstar

Amana Income Investor AMANX

Morningstar Analyst Rating
Analyst rating as of | See Amana Investment Hub
  • NAV / 1-Day Return 56.95  /  0.99 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.94%
  • Turnover 5%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis AMANX

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

People Pillar

The People Pillar is our evaluation of the AMANX 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 AMANX’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

Summary

| by David Kathman

Amana Income has behaved as expected under its current lead manager, and that's not a bad thing. It earns a Morningstar Analyst Rating of Bronze for the Institutional shares and Neutral for the Investor shares.

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