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Morningstar

Amana Participation Institutional AMIPX

Morningstar Analyst Rating
Quantitative rating as of | See Amana Investment Hub
  • NAV / 1-Day Return 9.79  /  0.20 %
  • Total Assets 212.2 Mil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.84%
  • Effective Duration 2.84 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis AMIPX

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

People Pillar

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

Summary

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Amana Participation Institutional’s strong process and parent firm are the foundation for this strategy's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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