Amana Trust Growth
1300 North State St P.O. Box 2838 Bellingham WA 98225
Map
Phone: 800-728-8762
| Category: | Large Growth | | Fund Family: | Amana | | Net Assets: | 752.34M | | Year-to-Date Return: | -26.78% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Feb-94 |
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Nicholas Kaiser
Lead Manager since
03-Feb-94 | | | Kaiser is the controlling shareowner of Saturna Capital Corporation. He is also a trustee and president of Amana Mutual Funds Trust. Previously, he spent 14 years as president of Unified Management Corporation. He is a member of the Association for Investment Management and Research and the International Association for Financial Planning, and he serves on several committees for the Investment Company Institute. Kaiser holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital growth. The fund invests only in equity securities, including foreign securities. Investment decisions are made in accordance with Islamic principals. It diversifies investments across industries and companies, and generally follows a value investment style. The fund favors mid-sized and smaller companies expected to grow earnings and stock prices faster than the economy. |
| Last Dividend
(29-Dec-00):
| 0.46 | | Last Cap Gain
(31-Dec-07):
| 0.20 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 97.51% |
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| Expense | AMAGX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$431 | $615 | | 5 Yr Expense Projection*: |
$745 | $944 | | 10 Yr Expense Projection*: |
$1,635 | $1,866 |
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2.51% Nasdaq 0.00%
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