Following the March 2026 departure of deputy portfolio manager Dan Kim, Amana Growth and Amana Income are adding some in-house resources to their management teams. The strategies needed these appointments given manager Scott Klimo's pending retirement, though established manager Monem Salam (lead manager of Amana Income and a deputy on Amana Growth) is the key to longer-term continuity on both strategies. The strategies retain their Average People and Process ratings, as well as their overall Morningstar Medalist Ratings.
Amana Mutual Funds Trust Growth Fund Institutional AMIGX
- NAV / 1-Day Return 110.93 / +1.67 %
- Total Assets 6.8B
-
Adj. Expense Ratio
0.610%
- Expense Ratio 0.600%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.16%
- Turnover 12%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0
Morningstar’s Analysis AMIGX
Will AMIGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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United States