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Amana Growth Fund;Institutional

NAS: AMIGX

GO
/zigman2/quotes/207871833/realtime

$

51.83

Change

+0.77 +1.51%

Sep 25, 2020

YTD return

13.97%

5 yr avg return

18.00%

Total net assets

1.04B

52 week low

52 week high

$34.56

$55.51

Yield

0.49%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.79%

12 b-1

n/a

Turnover

0.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.27

Dividend freq.

Annually

Capital gain (2019)

1.24

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.66

Beta

0.87

Standard deviation

4.54

R. squared

0.93

Min. Investment

Standard (taxable)

100000

IRA

n/a

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MarketWatch News on AMIGX

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 5 Tax Efficiency: 4 Expense: 3

YTD Lipper Ranking: Quintile 3 (55th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 13.97% 18.97% 1.90% 55% 3
1yr 24.59% 29.41% 11.60% 52% 3
3yr 18.76% 17.24% 11.20% 32% 2
5yr 18.00% 15.44% 13.20% 23% 2
10yr n/a 14.41% 13.3% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$28,794

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Multi-Cap Growth Funds

Fund family

n/a

Fund status

Open

Fund inception

September 25, 2013

Manager

Kaiser/Klimo/Salam

Investment Policy

The Fund seeks long-term capital growth. The Funds invest only in equity securities, including foreign securities, in pursuit of these goals. Investment decisions are made in accordance with Islamic principles.

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Other News on AMIGX

  1. Amana Mutual Funds Q4 2019 Fund Commentary

    10:10 a.m. Feb. 20, 2020

    - Seeking Alpha

Link to MarketWatch's Slice.