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

Mutual Fund Insights: Amana Trust Growth Fund (AMAGX)

In-depth Analysis of Amana Trust Growth Fund (AMAGX)

Mutual fund chart: Amana Trust Growth Fund (AMAGX)

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See Amana Trust Growth Fund (AMAGX) performance details as of February 28, 2010

  

    Last Trade: $22.19 on 3/19/2010, Change: -0.15 (-0.67%)
Experiment our closing price forecasting tool for Amana Trust Growth Fund (AMAGX) (alpha release)

  

Fund Manager - Monem Salam

Fund Manager Tenure: 2.2 years
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Kaiser is the controlling shareowner of Saturna Capital Corporation. Monem Salam is also a trustee and president of Amana Mutual Funds Trust. Previously, Monem Salam spent 14 years as president of Unified Management Corporation. Monem Salam is a member of the Association for Investment Management and Research and the International Association for Financial Planning, and Monem Salam serves on several committees for the Investment Company Institute. Kaiser holds the Chartered Financial Analyst designation.  Get more insights on Monem Salam

  

What we like about Amana Trust Growth Fund (AMAGX) What we like about Amana Trust Growth Fund (AMAGX)

Data for Amana Trust Growth Fund (AMAGX) as of February 28, 2010

  • Amana Trust Growth Fund (AMAGX) has good mid-term performance (3-year return 1.57% vs -3.50 % Large Growth category average)
  • Amana Trust Growth Fund (AMAGX) has good Long-term performance (5-year return 7.15% vs 1.34 % Large Growth category average)
  • Amana Trust Growth Fund (AMAGX) ratio of up-years vs down years is greater than 2
  • Amana Trust Growth Fund (AMAGX) has a Morningstar rating of 4 and above
  • Amana Trust Growth Fund (AMAGX) has an annual stock turnover rate of 6.00% vs Large Growth average of 109.62%. It is good that Amana Trust Growth management does not trade extensively for its return.
  • Amana Trust Growth Fund (AMAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.44, lower than category average of 21.35
  • Amana Trust Growth Fund (AMAGX) has a lower management fee than its Large Growth average: 1.30% vs 1.33%

  

What we are cautious about Amana Trust Growth Fund (AMAGX) What we are cautious about Amana Trust Growth Fund (AMAGX)

Data for Amana Trust Growth Fund (AMAGX) as of February 28, 2010

  • Amana Trust Growth Fund (AMAGX) management has been with Amana Trust Growth Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Amana Trust Growth Fund (AMAGX) has a less-than-ideal short-term performance (1-year return 43.11% vs 51.46 % Large Growth category average)
  • Even though Amana Trust Growth Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Amana Trust Growth Fund (AMAGX) performance details as of February 28, 2010

  

  

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Amana Trust Growth Fund (AMAGX) Net Asset

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

DateNet Asset
02/2010$1.56B
01/2010$1.49B
11/2009$1.46B
More historic net asset information on Amana Trust Growth Fund (AMAGX)

  

Amana Trust Growth Fund (AMAGX) Portfolio Allocation

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

DateCashStockBondOther
01/201017.92%82.08%0%0%
11/200917.66%82.34%0%0%
09/200918.91%81.09%0%0%
Click here to see more historic asset allocation information on Amana Trust Growth Fund (AMAGX)

  

Most Recent Top 10 Holdings in Amana Trust Growth Fund (AMAGX)

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

31-Jan-10
Apple Inc. [2.58%]
HUMANA INC [2.12%]
Cree, Inc. [1.87%]
Oracle Corporation [1.86%]
HEWLETT PACKARD CO [1.81%]
NOBLE CORP (NEW) [1.76%]
BEST BUY CO INC [1.72%]
CONS ENERGY INC [1.72%]
NOVARTIS AG ADS [1.7%]
Akamai Technologies, Inc. [1.66%]

30-Nov-09
Apple Inc. [2.73%]
Amazon.com, Inc. [2.32%]
HEWLETT PACKARD CO [1.93%]
HUMANA INC [1.84%]
NOBLE CORP (NEW) [1.84%]
NOVARTIS AG ADS [1.81%]
Google Inc. [1.79%]
Anglo American PLC ADR [1.76%]
CONS ENERGY INC [1.73%]
POTASH CP SASKATCHEW [1.69%]

30-Sep-09
Apple Inc. [2.81%]
HUMANA INC [1.84%]
NOVARTIS AG ADS [1.81%]
HEWLETT PACKARD CO [1.79%]
Cisco Systems, Inc. [1.78%]
Amazon.com, Inc. [1.77%]
Google Inc. [1.69%]
PEPSICO INC [1.64%]
Intel Corporation [1.63%]
AGILENT TECH INC [1.58%]
Click here for Stock Holding Change Map in Amana Trust Growth Fund (AMAGX)

  

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