Investor Shares: AMANX
Institutional Shares: AMINX
Investor Shares: AMAGX
Institutional Shares: AMIGX
Investor Shares: AMDWX
Institutional Shares: AMIDX
|Overall Morningstar Ratings™||As of September 30, 2014|
|Amana Income Investor Shares (AMANX)||★ ★ ★|
|Amana Income Institutional Shares (AMINX)||☆ ☆ ☆|
|Amana Growth Investor Shares (AMAGX)||★ ★ ★|
|Amana Growth Institutional Shares (AMIGX)||☆ ☆ ☆ ☆|
|Amana Developing World Investor Shares (AMDWX)||★ ★ ★|
|Amana Developing World Institutional Shares (AMIDX)||☆ ☆ ☆|
|More Fund Ratings|
Saturna Capital, the Funds' investment adviser, screens more than 10,000 global equities monthly.
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About Amana Mutual Funds Trust
At Saturna Capital and the Amana Mutual Funds Trust, we endeavor to align our investments with our principles.
Our Funds favor companies with low price-to-earnings multiples, strong balance sheets, and proven businesses. They follow a value-oriented approach consistent with Islamic finance principles. Generally, these principles require that investors avoid interest and investments in businesses such as liquor, pornography, gambling, and banks. The Funds avoid bonds and other conventional fixed-income securities. The Funds seek protection against inflation by making long-term equity investments.
Saturna Capital selects investments in companies that to its knowledge do not violate the requirements of the Islamic faith at the time of investment. To ensure that investments meet the requirements of the Islamic faith, the Saturna Capital follows guidelines established by the Fiqh Council of North America (FCNA), a non-profit organization serving the Muslim community.
Source: Morningstar, Inc. Morningstar, Inc. is an independent fund performance monitor. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return™ measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% in each category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a fund is derived from a weighted average of performance figures associated with its 3, 5, and 10 year (if applicable) Morningstar Rating™ metrics. Morningstar ratings represented as unshaded stars are based on extended performance. These extended performance ratings are based on the historical adjusted returns prior to the inception date of the institutional shares and reflect the historical performance of the investor shares, adjusted to reflect the fees and expenses of the institutional shares.
The Amana Funds limit the securities they purchase to those consistent with Islamic principles. This limits opportunities and may increase risk.