Amana Mutual Funds Trust - Growth Fund

Frequently Asked Questions About AMAGX

What does AMAGX invest in?

This fund endeavors to achieve substantial long-term capital appreciation, all while strictly adhering to Islamic principles. It commits a minimum of 80% of its overall assets exclusively to equity securities, encompassing both domestic and international common stocks. Investment decisions are made in strict accordance with Sharia-compliant guidelines, and the portfolio is strategically diversified across various industries and companies. Its core investment philosophy primarily centers on a large-capitalization value approach.

What is the expense ratio of AMAGX?

Amana Mutual Funds Trust - Growth Fund (AMAGX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AMAGX?

Amana Mutual Funds Trust - Growth Fund (AMAGX) manages $6.87B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AMAGX actively managed or an index fund?

AMAGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was AMAGX launched?

Amana Mutual Funds Trust - Growth Fund (AMAGX) launched in February 1994 and is managed by the fund issuer.

How has AMAGX performed?

AMAGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.