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Amana Income Investor AMANX

Analyst rating as of
NAV / 1-Day Return
59.32  /  0.05 %
Total Assets
1.5 Bil
Adj. Expense Ratio
1.040%
Expense Ratio
1.040%
Fee Level
Above Average
Longest Manager Tenure
9.90 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
0.88%
Turnover
5%

Morningstar’s Analysis

Will AMANX outperform in future?

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

Despite poor recent returns, this fund is in good shape under its new lead manager.

Senior Analyst

Summary

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Amana Income remains a solid fund two years after its founding manager retired, despite its mediocre recent results. The fund maintains a Morningstar Analyst Rating of Bronze for the Institutional shares and Neutral for the Investor shares.

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