AMANX: Original vs. Halal-Filtered

Compare the performance and holdings of Amana Mutual Funds Trust: Income Fund; Investor Class Shares with its Shariah-compliant counterpart

Requires Filtering for Shariah Compliance

4.25% of this fund's holdings are not Shariah-compliant and would be filtered out.

Fund Details

Fund NameAmana Mutual Funds Trust: Income Fund; Investor Class Shares

Fund TypeMutual Fund

Inception DateJune 23, 1986

Investment SegmentEquity Income

Expense Ratio1.06%

Total NAV$853,200,000.00

About AMANX

AMANX was founded on 1986-06-23 and is currently managed by Kaiser,Klimo,Salam. The Fund's investment strategy focuses on Equity Income with 1.06% total expense ratio. The minimum amount to invest in Amana Mutual Funds Trust: Income Fund; Investor Class Shares is $250 on a standard taxable account. Amana Mutual Funds Trust: Income Fund; Investor Class Shares seeks high current income and preservation of capital, consistent with Islamic principles. AMANX only purchases securities of dividend-paying companies, which are expected to have more stable stock prices.