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

Mutual Fund Insights: Amana Trust Income Fund (AMANX)

In-depth Analysis of Amana Trust Income Fund (AMANX)

Mutual fund chart: Amana Trust Income Fund (AMANX)

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See Amana Trust Income Fund (AMANX) performance details as of January 31, 2010

  

    Last Trade: $29.41 on 3/18/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Amana Trust Income Fund (AMANX) (alpha release)

  

Fund Manager - Nicholas Kaiser

Fund Manager Tenure: 20.2 years
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Kaiser is the controlling shareowner of Saturna Capital Corporation. He is also a trustee and president of Amana Mutual Funds Trust. Previously, he spent 14 years as president of Unified Management Corporation. He is a member of the Association for Investment Management and Research and the International Association for Financial Planning, and he serves on several committees for the Investment Company Institute. Kaiser holds the Chartered Financial Analyst designation.  Get more insights on Nicholas Kaiser

  

What we like about Amana Trust Income Fund (AMANX) What we like about Amana Trust Income Fund (AMANX)

Data for Amana Trust Income Fund (AMANX) as of January 31, 2010

  • Amana Trust Income Fund (AMANX) management has been with Amana Trust Income Fund for 20.2 years
  • Amana Trust Income Fund (AMANX) has good mid-term performance (3-year return 0.76% vs -8.60% Large Value category average)
  • Amana Trust Income Fund (AMANX) has good Long-term performance (5-year return 7.44% vs -0.19% Large Value category average)
  • Amana Trust Income Fund (AMANX) ratio of up-years vs down years is greater than 2
  • Amana Trust Income Fund (AMANX) has a Morningstar rating of 4 and above
  • Amana Trust Income Fund (AMANX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.03, lower than category average of 20.74

  

What we are cautious about Amana Trust Income Fund (AMANX) What we are cautious about Amana Trust Income Fund (AMANX)

Data for Amana Trust Income Fund (AMANX) as of January 31, 2010

  • Amana Trust Income Fund (AMANX) has a less-than-ideal short-term performance (1-year return 27.09% vs 32.89% Large Value category average)
  • Amana Trust Income Fund (AMANX) has a higher management fee of 1.33% than its Large Value average of 1.28%
  • Even though Amana Trust Income Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Amana Trust Income Fund (AMANX) performance details as of January 31, 2010

  

  

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Amana Trust Income Fund (AMANX) Net Asset

Track net asset change of Amana Trust Income fund (AMANX)

DateNet Asset
01/2010$1.04B
11/2009$991.84M
10/2009$919.95M
More historic net asset information on Amana Trust Income Fund (AMANX)

  

Amana Trust Income Fund (AMANX) Portfolio Allocation

Track portfolio allocation change of Amana Trust Income fund (AMANX)

DateCashStockBondOther
01/201018.66%81.34%0%0%
11/200917.87%82.13%0%0%
09/200922.5%77.5%0%0%
Click here to see more historic asset allocation information on Amana Trust Income Fund (AMANX)

  

Most Recent Top 10 Holdings in Amana Trust Income Fund (AMANX)

Discover what Amana Trust Income Fund (AMANX) manager is buying

31-Jan-10
PFIZER INC [1.97%]
GEN MILLS INC [1.92%]
NIKE INC CL B [1.9%]
JOHNSON AND JOHNS DC [1.88%]
ABBOTT LABORATORIES [1.79%]
PEPSICO INC [1.78%]
PROCTER GAMBLE CO [1.78%]
CANADIAN NATL RAILWY [1.68%]
TOTAL S.A. [1.67%]
UNITED TECH [1.63%]

30-Nov-09
PROCTER GAMBLE CO [1.93%]
AIR PRODUCTS CHEM [1.72%]
COLGATE PALMOLIVE [1.69%]
EXXON MOBIL CP [1.67%]
3M COMPANY [1.64%]
ENCANA CORP [1.6%]
ARCH COAL INC [1.6%]
PARKER HANNIFIN CP [1.58%]
AIR PRODUCTS CHEM [1.68%]
EXXON MOBIL CP [1.67%]

30-Sep-09
PROCTER GAMBLE CO [1.93%]
AIR PRODUCTS CHEM [1.72%]
COLGATE PALMOLIVE [1.69%]
EXXON MOBIL CP [1.67%]
3M COMPANY [1.64%]
ENCANA CORP [1.6%]
ARCH COAL INC [1.6%]
PARKER HANNIFIN CP [1.58%]
PFIZER INC [1.56%]
CARLISLE COS INC [1.5%]
Click here for Stock Holding Change Map in Amana Trust Income Fund (AMANX)

  

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