Amana Funds List | Morningstar

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Amana Mutual Funds List

Share Class Type

1 to 8 of 8 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Amana Participation Fund Institutional Shares	AMIPX	Global Bond			−1.11%	23	0.570%	Below Average	Institutional	$100,000
Amana Mutual Funds Trust Growth Fund Institutional	AMIGX	Large Growth			17.70%	17	0.610%	Below Average	Institutional	$100,000
Amana Mutual Funds Trust Growth Fund Investor	AMAGX	Large Growth			17.49%	18	0.860%	Average	No Load	$100
Amana Participation Fund Investor Shares	AMAPX	Global Bond			−1.31%	31	0.810%	Average	No Load	$100
Amana Mutual Funds Trust Developing World Fund Institutional	AMIDX	Diversified Emerging Mkts			19.59%	69	0.980%	Average	Institutional	$100,000
Amana Mutual Funds Trust Developing World Fund Investor	AMDWX	Diversified Emerging Mkts			19.41%	70	1.200%	Average	No Load	$100
Amana Mutual Funds Trust Income Fund Institutional	AMINX	Large Blend			12.44%	54	0.750%	Above Average	Institutional	$100,000
Amana Mutual Funds Trust Income Fund Investor	AMANX	Large Blend			12.23%	56	0.990%	Above Average	No Load	$100

Amana Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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