• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down3.39% Nasdaq Down4.12%

    Amana Growth Investor (AMAGX)

    32.12 Down 1.23(3.69%) Jun 24

    Profile as of May 30, 2016Get Profile for:
    Amana Growth Investor
    Amana Mutual Funds Trust1300 North State Street, P.O. Box 2838Bellingham, WA 98225
    Phone: 888-732-6262
    Fund Overview 
    Category:Large Growth
    Fund Family:Amana
    Net Assets:1.74B
    Year-to-Date Return:4.09%
    Morningstar Rating:3 stars
    Fund Inception Date:Feb 3, 1994
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Scott F. Klimo
    Lead Manager since Sep 14, 2012
    Scott Klimo CFA, Director of Research, joined Saturna Capital in May 2012. He received his BA in Asian Studies from Hamilton College in Clinton, NY and also attended the Chinese University of Hong Kong and the Mandarin Training Center in Taipei, Taiwan. Scott has more than 20 years experience in the financial industry with the first several years of his career spent living and working in a variety of Asian countries and the past 10 years working as a senior analyst, research director and portfolio manager covering global equities. He is a supporter of various environmental organizations and served for several years on the Board of Directors of the Marin County Bicycle Coalition. Outside of work, Mr. Klimo is an avid cyclist, private pilot, and scuba diver.
    Investment Information 
    Min Initial Investment:250
    Min Initial Investment, IRA:100
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:25
    Min Subsequent Investment, IRA:25
    Min Subsequent Investment, AIP:N/A
    AMAGX can be purchased from 111 brokerages.

    Fund Summary 
    The investment seeks long-term capital growth, consistent with Islamic principles. The fund normally invests at least 80% of assets in common stocks. It invests only in common stocks, including foreign stocks. Investment decisions are made in accordance with Islamic principles. The fund diversifies its investments across industries and companies, and generally follows a large-cap value investment style.

    Fund Operations 
    Last Dividend (Dec 30, 2015) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 22, 2016) : 0.00%
    Average for Category:50.46%
    Fees & Expenses 
    ExpenseAMAGXCategory Avg
    Annual Report Expense Ratio (net):1.08%1.17%
    Prospectus Net Expense Ratio:1.08%N/A
    Prospectus Gross Expense Ratio:1.08%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.07%
    3 Yr Expense Projection*:343505
    5 Yr Expense Projection*:595797
    10 Yr Expense Projection*:1,3171,626
    * Per $10,000 invested