Amana Income Fund Institutional Class (AMINX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.74: the stock has moved about 26% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAmana Income Fund Institutional Class (AMINX) trades at $76.54. Amana Income Fund Institutional Class (AMINX) is an actively managed mutual fund that invests primarily in dividend-paying common stocks, including foreign stocks. Sector: Financial services.
Price as of Sep 11, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for AMINX: AMINX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AMINX against Financial Services peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
Amana Income Fund Institutional Class (AMINX) Financial Services Profile
Amana Income Fund Institutional Class (AMINX) is a large-cap value fund adhering to Islamic principles, primarily investing in dividend-paying common stocks, including foreign stocks, while diversifying across various industries. The fund operates within the asset management sector, focusing on income-producing securities and offering investors exposure to a Sharia-compliant investment strategy.
What Is the Investment Thesis for AMINX?
Amana Income Fund Institutional Class (AMINX) presents an investment opportunity for investors seeking Sharia-compliant income generation through dividend-paying stocks. With a beta of 0.74, the fund demonstrates lower volatility compared to the broader market, potentially offering downside protection during market downturns. The fund's focus on large-cap value stocks provides stability and potential for long-term capital appreciation. Upcoming catalysts include increasing demand for socially responsible investments and growing awareness of Islamic finance principles. The fund's adherence to Sharia guidelines may attract investors seeking ethical investment options. Potential risks include fluctuations in dividend yields and market volatility, which could impact the fund's performance. The absence of a dividend yield may deter some income-seeking investors. However, the fund's focus on long-term capital appreciation may offset the lack of current income.
Based on FMP financials and quantitative analysis
AMINX Key Highlights
Market capitalization of $2.24 billion indicates a substantial asset base and potential for economies of scale.
- Beta of 0.74 suggests lower volatility compared to the overall market, potentially offering downside protection.
- Investment strategy focused on dividend-paying common stocks provides a potential source of income for investors.
- Adherence to Islamic principles caters to investors seeking Sharia-compliant investment options.
- Large-cap value investment style emphasizes established companies with strong fundamentals.
Who Are AMINX's Competitors?
AMINX is benchmarked below against 5 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AMANX Amana Mutual Funds Trust Income Fund | $77.64 | -0.75% | $2.34B | — |
| DGAGX BNY Mellon Appreciation Fund, Inc. Investor Shares | $36.93 | -0.38% | $1.86B | — |
| DIAMX Diamond Hill Long-Short Fund | $30.04 | -0.30% | $2.16B | — |
| DWGFX American Funds Developing World Growth and Income Fund - Class F-1 | $16.87 | -0.30% | $2.81B | — |
| FCFWX American Funds Retirement Income Portfolio - Enhanced Class F-1 | $16.14 | -0.55% | $2.32B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AMINX's Key Strengths?
Adherence to Islamic principles attracts a specific investor base.
- Focus on dividend-paying stocks provides a potential source of income.
- Large-cap value investment style offers stability and potential for long-term growth.
- Lower beta compared to the market suggests reduced volatility.
What Are AMINX's Weaknesses?
Absence of a dividend yield may deter some income-seeking investors.
- Investment strategy may limit exposure to high-growth sectors.
- Dependence on dividend-paying stocks makes it vulnerable to dividend cuts.
- Sharia compliance restricts the investment universe.
What Could Drive AMINX Stock Higher?
Increasing demand for socially responsible investments.
- Growing awareness of Islamic finance principles.
- Potential for dividend increases from portfolio companies.
- Launch of new Sharia-compliant investment products.
- Strategic partnerships with Islamic financial institutions.
What Are the Key Risks for AMINX?
Fluctuations in dividend yields.
- Market volatility impacting the value of investments.
- Changes in Islamic finance regulations.
- Competition from other Sharia-compliant investment funds.
- Economic downturn impacting the performance of portfolio companies.
What Are the Growth Opportunities for AMINX?
- Expansion of Sharia-Compliant Investment Products: The growing demand for Sharia-compliant investment products presents a significant growth opportunity for AMINX. As awareness of Islamic finance principles increases, the fund can attract a larger pool of investors seeking ethical and religiously aligned investment options. Timeline: Ongoing.
- Increased Focus on Socially Responsible Investing (SRI): The rising popularity of socially responsible investing (SRI) aligns with AMINX's adherence to Islamic principles, which emphasize ethical and sustainable business practices. As more investors prioritize SRI, AMINX can attract investors seeking investments that align with their values. The SRI market is experiencing rapid growth, driven by increasing awareness of environmental, social, and governance (ESG) factors. Timeline: Ongoing.
- Geographic Expansion into Emerging Markets: Expanding into emerging markets with a significant Muslim population presents a growth opportunity for AMINX. These markets offer untapped potential for Sharia-compliant investment products. By establishing a presence in these regions, AMINX can access a new customer base and diversify its asset base. The growth of Islamic finance in emerging markets is driven by increasing wealth and a growing demand for Sharia-compliant financial services. Timeline: 2-3 years.
- Development of New Sharia-Compliant Investment Strategies: Developing new Sharia-compliant investment strategies, such as Sukuk (Islamic bonds) and Islamic real estate investment trusts (REITs), can broaden AMINX's product offerings and attract a wider range of investors. These strategies can provide investors with additional diversification and income-generating opportunities. The Sukuk market is experiencing rapid growth, driven by increasing demand for Sharia-compliant fixed-income investments. Timeline: 1-2 years.
- Strategic Partnerships with Islamic Financial Institutions: Forming strategic partnerships with Islamic financial institutions can enhance AMINX's distribution network and access to potential investors. These partnerships can provide AMINX with valuable insights into the needs and preferences of Sharia-compliant investors. Islamic financial institutions are increasingly seeking partnerships with asset managers to offer a wider range of investment products to their clients. Timeline: Ongoing.
What Are AMINX's Competitive Advantages?
- Adherence to Islamic principles provides a unique selling proposition.
- Established track record of managing Sharia-compliant investments.
- Experienced investment team with expertise in Islamic finance.
- Strong brand reputation among Sharia-compliant investors.
What Does AMINX Do?
Amana Income Fund Institutional Class (AMINX) is a mutual fund managed with a focus on income-producing securities, primarily dividend-paying common stocks. The fund's investment strategy is guided by Islamic principles, which prohibit investments in certain industries and require adherence to specific ethical guidelines. AMINX invests across a range of sectors and companies, emphasizing diversification to mitigate risk. The fund primarily follows a large-cap value investment style, seeking established companies with strong fundamentals and attractive dividend yields. The fund's investment process involves a rigorous screening process to ensure compliance with Islamic principles. This includes avoiding investments in companies involved in alcohol, tobacco, gambling, pork production, and interest-based financial services. The fund's managers conduct fundamental analysis to identify companies with sustainable competitive advantages, strong cash flows, and a history of dividend payments. AMINX aims to provide investors with a consistent stream of income while adhering to Sharia-compliant investment guidelines. The fund's focus on dividend-paying stocks makes it a noteworthy option for investors seeking income in a low-interest-rate environment. AMINX's investment approach emphasizes long-term value creation and responsible investing. The fund's managers believe that companies that operate ethically and sustainably are more likely to generate long-term returns for investors. The fund's commitment to Islamic principles aligns with the growing demand for socially responsible investment options. AMINX offers investors a unique opportunity to invest in a diversified portfolio of dividend-paying stocks while adhering to their ethical and religious values.
What Products and Services Does AMINX Offer?
- Invests primarily in dividend-paying common stocks.
- Adheres to Islamic principles in its investment decisions.
- Diversifies investments across industries and companies.
- Follows a large-cap value investment style.
- Screens investments to ensure compliance with Sharia guidelines.
- Conducts fundamental analysis to identify companies with strong fundamentals.
- Aims to provide investors with a consistent stream of income.
- Emphasizes long-term value creation and responsible investing.
How Does AMINX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking Sharia-compliant investment options.
- Invests in dividend-paying stocks to generate income for investors.
- Manages risk through diversification and adherence to Islamic principles.
What Industry Does AMINX Operate In?
Amana Income Fund Institutional Class (AMINX) operates within the asset management industry, specifically targeting income-seeking investors with a focus on Sharia-compliant investments. The asset management industry is characterized by increasing demand for socially responsible and ethical investment options. AMINX differentiates itself by adhering to Islamic principles, which may attract a specific segment of investors seeking investments aligned with their religious values. The fund competes with other income-oriented mutual funds and ETFs, including AMANX, DGAGX, DIAMX, DWGFX, and FCFWX, but its unique Sharia-compliant approach sets it apart.
Who Are AMINX's Key Customers?
- Individual investors seeking Sharia-compliant investment options.
- Institutional investors interested in ethical and socially responsible investments.
- Muslim investors seeking investments aligned with their religious values.
- Retirement savers looking for income-generating investments.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 46 |
| 2026-08-26 | 46 |
| 2026-08-29 | 46 |
| 2026-09-01 | 46 |
| 2026-09-04 | 46 |
| 2026-09-07 | 46 |
| 2026-09-10 | 46 |
What changed?
The score has stayed at 46.
Over the same 18 days the stock moved -3.0%.
AMINX Financials
Bull Case vs Bear Case
Bull Case
- Adherence to Islamic principles attracts a specific investor base.
- Focus on dividend-paying stocks provides a potential source of income.
- Large-cap value investment style offers stability and potential for long-term growth.
- Lower beta compared to the market suggests reduced volatility.
Bear Case
- Absence of a dividend yield may deter some income-seeking investors.
- Investment strategy may limit exposure to high-growth sectors.
- Dependence on dividend-paying stocks makes it vulnerable to dividend cuts.
- Sharia compliance restricts the investment universe.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AMINX Latest News
No recent news available for AMINX.
AMINX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AMINX.
Price Targets
Wall Street price target analysis for AMINX.
AMINX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AMINX; grades run from A+ (80-100) to F (below 30).
Amana Income Fund Institutional Class Financial Services Stock: Key Questions Answered
Is AMINX a good stock?
Stock Expert AI does not rate AMINX buy, sell or hold. Amana Income Fund Institutional Class has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about AMINX stock?
Without current analyst ratings or price targets, it is difficult to assess the market's expectations for the fund's future performance.
What are the key factors to evaluate for AMINX?
Evaluate AMINX on fundamentals, analyst consensus, and risk factors. Potential risks include fluctuations in dividend yields and market volatility, which could impact the fund's performance. Not financial advice.
How frequently does AMINX data refresh on this page?
AMINX's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven AMINX's recent stock price performance?
Amana Income Fund Institutional Class (AMINX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Adherence to Islamic principles attracts a specific investor base. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AMINX overvalued or undervalued right now?
Amana Income Fund Institutional Class (AMINX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of AMINX?
Yes, most major brokerages offer fractional shares of Amana Income Fund Institutional Class (AMINX) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track AMINX's earnings and financial reports?
Amana Income Fund Institutional Class (AMINX) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for AMINX earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.