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Amana Mutual Funds Trust Growth Fund Investor (AMAGX)

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Amana Mutual Funds Trust Growth Fund Investor

Amana Mutual Funds Trust

1300 North State St

Bellingham, WA 98225

Management Information
Scott F. Klimo,Lead Manager since September 13, 2012
Mr. Klimo is vice president and chief investment officer of Saturna Capital and a deputy portfolio manager of Amana Income and Amana Developing World Funds. He joined Saturna Capital in 2012 as director of research. 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.From 2001 to 2011, he served as a senior investment analyst, research director, and portfolio manager at Avera Global Partners/Security Global Investors.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyAmana
Net Assets3.03B
YTD Return8.82%
Morningstar Rating★★★★
Inception DateFeb 2, 1994

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover0.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAMAGXCategory Average
Annual Report Expense Ratio (net)0.99%1.01%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio0.99%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.31%
3 Yr Expense Projection315N/A
5 Yr Expense Projection547N/A
10 Yr Expense Projection1,213N/A