Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | AMAGX Insights | AMAGX Score | AMAGX Performance | AMAGX News | AMAGX Allocation | AMAGX Holdings Change

Amana Growth Investor (AMAGX) Fund Ranking and Research

Ranking, Research and Recommendation of Amana Growth Investor (AMAGX) Fund

    Last Trade: $36.13 on 9/22/2017, Change: +0.03 (0.08%)

 

Graph of Amana Growth Investor Fund (AMAGX) ManagerFund Manager - Scott F. Klimo

Fund Manager Information

Fund Manager Tenure: 5.0 years
Fund Family: Amana
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of Amana Growth Investor Fund (AMAGX) ProfileAmana Growth Investor Fund (AMAGX) Profile

Fund Profile and Description

Amana Growth Investor Fund seeks long-term capital growth. Amana Growth Investor Fund invests only in common stocks, including foreign stocks. Investment decisions are made in accordance with Islamic principles. It diversifies its investments across industries and companies, and generally follows a value investment style. Amana Growth Investor Fund favors companies expected to grow earnings and stock prices faster than the economy, and tend to be smaller and less seasoned companies.

 

Amana Growth Investor (AMAGX) Fund Strength What we like about Amana Growth Investor (AMAGX) Fund

Data for Amana Growth Investor Fund (AMAGX) as of May 30, 2016

  • Amana Growth Investor Fund (AMAGX) management has been with Amana Growth Investor Fund for 5.0 years
  • Amana Growth Investor Fund (AMAGX) has good short-term performance (1-year return 1.06% vs -1.74% Large Growth category median performance)
  • Amana Growth Investor Fund (AMAGX) ratio of up-years vs down years is greater than 2
  • Amana Growth Investor Fund (AMAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.68, lower than category average of 12.75
  • Amana Growth Investor Fund (AMAGX) has a lower expense ratio than its Large Growth average: 1.08% vs 1.17%

Amana Growth Investor Fund (AMAGX) Weakness What we are cautious about Amana Growth Investor (AMAGX) Fund

Data for Amana Growth Investor Fund (AMAGX) as of May 30, 2016

  • Amana Growth Investor Fund (AMAGX) has a less-than-ideal mid-term performance (3-year return 10.38% vs 10.74% Large Growth category median performance)
  • Amana Growth Investor Fund (AMAGX) has a less-than-ideal Long-term performance (5-year return 8.47% vs 10.14% Large Growth category median performance)
  • Amana Growth Investor Fund (AMAGX) has a Morningstar rating of 3 and below
  • Even though Amana Growth Investor Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Amana Growth Investor Fund (AMAGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Amana Growth Investor Fund (AMAGX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Amana Growth Investor4.091.0610.388.47
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Amana Growth Investor Fund (AMAGX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Amana Growth Investor Fund (AMAGX) Net Asset TrackingAmana Growth Investor (AMAGX) Fund Net Asset

Track net asset change of Amana Growth Investor fund (AMAGX)

DateNet Asset
05/2016$1.74B
03/2016$1.74B
02/2016$1.66B
More historic net asset information on Amana Growth Investor Fund (AMAGX)

  

Graph of Amana Growth Investor Fund (AMAGX) Portfolio TrackingAmana Growth Investor (AMAGX) Fund Portfolio Allocation

Track portfolio allocation change of Amana Growth Investor fund (AMAGX)

DateCashStockBondOther
04/20162.78%97.22%0%0%
03/20163.81%96.19%0%0%
01/20161.65%98.35%0%0%
Click here to see more historic asset allocation information on Amana Growth Investor Fund (AMAGX)

 

graph of Amana Growth Investor Fund (AMAGX) Top 10 Position TrackingTop 10 Holdings in Amana Growth Investor (AMAGX) Fund

Discover what Amana Growth Investor Fund (AMAGX) manager is buying

Apr 29, 2016
Adobe Systems Incorporated [4.97%]
Amgen Inc. [4.94%]
Intuit Inc. [4.51%]
Church & Dwight Company, Inc. C [4.34%]
Apple Inc. [3.84%]
Novo Nordisk A/S Common Stock [3.59%]
Estee Lauder Companies, Inc. (T [3.59%]
TJX Companies, Inc. (The) Commo [3.55%]
Eli Lilly and Company Common St [2.88%]

Mar 30, 2016
Adobe Systems Incorporated [4.87%]
Amgen Inc. [4.6%]
Intuit Inc. [4.58%]
Apple Inc. [4.4%]
Church & Dwight Company, Inc. C [4.25%]
TJX Companies, Inc. (The) Commo [3.62%]
Estee Lauder Companies, Inc. (T [3.48%]
Novo Nordisk A/S Common Stock [3.44%]
Eli Lilly and Company Common St [2.7%]

Jan 30, 2016
Adobe Systems Incorporated [5.36%]
Amgen Inc. [4.89%]
Intuit Inc. [4.39%]
Apple Inc. [4.09%]
Church & Dwight Company, Inc. C [4.04%]
Novo Nordisk A/S Common Stock [3.69%]
TJX Companies, Inc. (The) Commo [3.43%]
Estee Lauder Companies, Inc. (T [3.28%]
Eli Lilly and Company Common St [3.09%]
Click here for Stock Holding Change Map in Amana Growth Investor Fund (AMAGX)

  

Latest News on Amana Growth Investor (AMAGX) Fund

See what is happening with Amana Growth Investor Fund (AMAGX)

 

Amana Growth Investor Fund (AMAGX) Related ResourcesSee more information on Amana Growth Investor (AMAGX) Fund

Popular pages on Amana Growth Investor (AMAGX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update