Amana Mutual Funds Trust - Growth Fund (AMAGX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Amana Mutual Funds Trust - Growth Fund (AMAGX) trades at $105.90 with AI Score 47/100 (Grade C). Amana Mutual Funds Trust - Growth Fund (AMAGX) seeks long-term capital growth by investing in common stocks, adhering to Islamic principles. Market cap: $6.77B, Sector: Financial services.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for AMAGX: AMAGX 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 AMAGX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AMAGX: the 1 perspectives are evenly split.
How is this calculated? →Amana Mutual Funds Trust - Growth Fund (AMAGX) Financial Services Profile
Amana Mutual Funds Trust - Growth Fund (AMAGX) is a US-based asset management firm focused on long-term capital appreciation through investments in common stocks, aligning with Islamic principles. The fund diversifies across industries, emphasizing a large-cap value investment strategy, and operates within the competitive financial services sector.
What Is the Investment Thesis for AMAGX?
Amana Mutual Funds Trust - Growth Fund (AMAGX), with a market capitalization of $6.77B and a beta of 1.01, presents a compelling investment proposition for investors seeking Sharia-compliant, long-term capital appreciation. The fund's adherence to Islamic principles, coupled with its large-cap value investment style, offers a unique value proposition in the asset management sector. Key value drivers include the growing demand for ethical and socially responsible investments, particularly among Muslim investors, and the fund's ability to identify undervalued companies with strong growth potential. Ongoing catalysts include increasing awareness of Islamic finance principles and the expansion of the global Islamic finance market. Potential risks include fluctuations in the stock market, changes in Islamic finance regulations, and competition from other Sharia-compliant investment funds. The fund's success hinges on its ability to maintain its commitment to Islamic principles while delivering competitive returns to investors. Investors may want to evaluate the fund's unique investment approach and its sensitivity to market conditions when evaluating its suitability for their portfolios.
Based on FMP financials and quantitative analysis
AMAGX Key Highlights
- Market capitalization of $6.77B indicates a substantial presence in the asset management industry.
- Beta of 1.01 suggests the fund's volatility is similar to the overall market.
- The fund invests at least 80% of its total net assets in common stocks, reflecting a focus on equity investments.
- Investment decisions are made in accordance with Islamic principles, catering to a specific niche market.
- The fund follows a large-cap value investment style, seeking undervalued companies with growth potential.
Who Are AMAGX's Competitors?
AMAGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AMIGX Amana Growth Fund Institutional Class | $106.84 | -0.09% | $6.77B | 47 |
| ARTIX Artisan International Fund Inv Shs | $34.52 | +1.26% | $6.72B | 57 |
| ASDEX American Century Select Fund R6 Class | $142.41 | +1.37% | 7B | 44 |
| FAXTX American Funds 2065 Target Date Retirement Fund Class F-1 | $22.14 | -0.49% | $7.38B | 44 |
| JENIX Jensen Quality Growth Fund Class I | $44.04 | +0.96% | $2.97B | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AMAGX's Key Strengths?
- Adherence to Islamic principles attracts a specific niche market.
- Diversified investment portfolio mitigates risk.
- Focus on long-term capital growth aligns with investor goals.
- Experienced management team with expertise in Islamic finance.
What Are AMAGX's Weaknesses?
- Limited investment universe due to Sharia compliance.
- Potential for lower returns compared to conventional investments.
- Sensitivity to changes in Islamic finance regulations.
- Dependence on the growth of the Islamic finance market.
What Could Drive AMAGX Stock Higher?
- Increasing awareness and demand for Sharia-compliant investment options.
- Expansion of the global Islamic finance market.
- Potential development of new Sharia-compliant investment products.
- Growing trend towards ethical and socially responsible investing.
What Are the Key Risks for AMAGX?
- Fluctuations in the stock market could impact investment returns.
- Changes in Islamic finance regulations could affect investment strategies.
- Competition from other Sharia-compliant investment funds.
- Economic downturns could reduce assets under management.
- Limited investment universe due to Sharia compliance may restrict growth.
What Are the Growth Opportunities for AMAGX?
- Expansion of Islamic Finance Market: The global Islamic finance market is experiencing substantial growth, driven by increasing awareness and demand for Sharia-compliant financial products. AMAGX is well-positioned to capitalize on this trend by expanding its reach to new markets and attracting investors seeking ethical investment options. The Islamic finance market is projected to reach trillions of dollars in assets by 2026, presenting a significant growth opportunity for AMAGX.
- Increasing Demand for Ethical Investing: There is a growing trend among investors to align their financial goals with their values, leading to increased demand for ethical and socially responsible investments. AMAGX's commitment to Islamic principles resonates with this trend, attracting investors who seek to invest in companies that adhere to ethical standards. This trend is expected to continue in the coming years, providing a tailwind for AMAGX's growth.
- Product Diversification: AMAGX can expand its product offerings to include a wider range of Sharia-compliant investment solutions, such as sukuk (Islamic bonds) and Islamic real estate investment trusts (REITs). This would allow the fund to cater to a broader range of investors and capture a larger share of the Islamic finance market. Product diversification can also help to mitigate risk and enhance returns.
- Strategic Partnerships: AMAGX can form strategic partnerships with other financial institutions and organizations to expand its distribution network and reach new markets. This could include partnerships with Islamic banks, wealth management firms, and community organizations. Strategic partnerships can provide access to new customers and resources, accelerating AMAGX's growth.
- Technological Innovation: Investing in technology can enhance AMAGX's operational efficiency, improve customer service, and provide access to new investment opportunities. This could include developing a mobile app for investors, implementing advanced data analytics tools, and utilizing artificial intelligence to identify promising investment opportunities. Technological innovation can help AMAGX to stay ahead of the competition and deliver superior value to its investors.
What Opportunities Does AMAGX Have?
- Expansion into new markets with growing Muslim populations.
- Development of new Sharia-compliant investment products.
- Strategic partnerships with Islamic financial institutions.
- Increasing demand for ethical and socially responsible investments.
What Threats Does AMAGX Face?
- Competition from other Sharia-compliant investment funds.
- Fluctuations in the stock market.
- Changes in Islamic finance regulations.
- Economic downturns that could impact investment returns.
What Are AMAGX's Competitive Advantages?
- Adherence to Islamic principles provides a unique value proposition and caters to a specific niche market.
- Established reputation as a provider of Sharia-compliant investment solutions.
- Diversified investment portfolio mitigates risk and enhances returns.
- Experienced management team with expertise in Islamic finance.
What Does AMAGX Do?
Amana Mutual Funds Trust - Growth Fund (AMAGX) was established with the core mission of providing investment opportunities that adhere to Islamic principles while pursuing long-term capital growth. The fund operates under the Amana Mutual Funds Trust umbrella, focusing specifically on investments in common stocks, including foreign stocks. The fund's investment decisions are meticulously made in accordance with Islamic principles, which typically exclude investments in companies involved in activities such as alcohol, tobacco, gambling, and interest-based finance. AMAGX primarily employs a large-cap value investment style, seeking undervalued companies with strong fundamentals and growth potential. By diversifying its investments across a wide range of industries and companies, the fund aims to mitigate risk and capture opportunities across different sectors of the economy. The fund's investment strategy reflects a commitment to both ethical investing and sound financial principles, appealing to investors who seek to align their financial goals with their values. As of 2026, AMAGX continues to serve investors seeking Sharia-compliant investment options within the broader asset management landscape. The fund's commitment to Islamic finance principles distinguishes it from conventional asset management firms, catering to a specific niche market. This focus requires a rigorous screening process to ensure that all investments meet the stringent criteria of Islamic law, adding a layer of complexity to the investment management process. Despite these challenges, AMAGX has established itself as a reputable provider of Sharia-compliant investment solutions, attracting a loyal base of investors seeking ethical and financially sound investment options.
What Products and Services Does AMAGX Offer?
- Invests in common stocks, including foreign stocks.
- Adheres to Islamic principles in its investment decisions.
- Focuses on long-term capital growth.
- Diversifies investments across various industries and companies.
- Primarily follows a large-cap value investment style.
- Screens investments to ensure compliance with Sharia law.
- Provides Sharia-compliant investment solutions to investors.
How Does AMAGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking Sharia-compliant investment options.
- Invests in a diversified portfolio of common stocks.
- Manages investment risk through diversification and adherence to Islamic principles.
What Industry Does AMAGX Operate In?
Amana Mutual Funds Trust - Growth Fund (AMAGX) operates within the asset management industry, a sector characterized by intense competition and evolving market trends. The global asset management market is projected to reach trillions of dollars by 2026, driven by factors such as increasing wealth, aging populations, and the growing demand for investment solutions. AMAGX differentiates itself by adhering to Islamic principles, catering to a specific niche market of investors seeking Sharia-compliant investment options. Competitors include firms like AMIGX, ARTIX, ASDEX, FAXTX, and JENIX, which offer a range of investment products and strategies. The fund's success depends on its ability to navigate the competitive landscape, adapt to changing market conditions, and maintain its commitment to ethical investing.
Who Are AMAGX's Key Customers?
- Individual investors seeking Sharia-compliant investment options.
- Institutional investors interested in ethical and socially responsible investments.
- Muslim investors seeking to align their financial goals with their values.
- Retirement savers looking for long-term capital growth.
How Amana Mutual Funds Trust - Growth Fund Is Valued
Amana Mutual Funds Trust - Growth Fund carries a market capitalization of $6.77B, placing it in the mid-cap category. Relative to its peer group, AMAGX's quantitative score of 47/100 is roughly in line with the peer average of 47/100.
ROE 0%Key Financial Metrics
Return on equity for Amana Mutual Funds Trust - Growth Fund stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. AMAGX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
AMAGX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying has increased confidence in the fund's long-term strategy, suggesting that management believes in its potential.
- Community sentiment has turned positive, with many investors sharing success stories of their investments in the fund over the last month.
- The fund's diversified portfolio has been well-received, as investors are seeking stability amid market volatility.
- Recent discussions highlight the fund's focus on sustainable growth, appealing to socially conscious investors.
Bear Case
- Some investors express concerns over the fund's performance relative to peers, leading to skepticism about its competitiveness.
- Negative sentiment has emerged regarding the fund's fee structure, with some feeling it may not justify the returns.
- Market perception remains cautious as broader economic uncertainties could impact growth-oriented funds like this one.
- Recent community discussions have raised questions about the fund's transparency in reporting and decision-making processes.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AMAGX Latest News
No recent news available for AMAGX.
AMAGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AMAGX.
Price Targets
Wall Street price target analysis for AMAGX.
AMAGX MoonshotScore
What does this score mean?
The MoonshotScore rates AMAGX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
AMAGX Financial Services Stock FAQ
What does Amana Mutual Funds Trust - Growth Fund do?
Amana Mutual Funds Trust - Growth Fund (AMAGX) is an asset management firm that focuses on providing Sharia-compliant investment solutions. The fund invests primarily in common stocks, adhering to Islamic principles that prohibit investments in certain sectors such as alcohol, tobacco, gambling, and interest-based finance. AMAGX aims to achieve long-term capital growth for its investors by diversifying its investments across various industries and companies, while maintaining a commitment to ethical and socially responsible investing. The fund's investment decisions are guided by a large-cap value investment style, seeking undervalued companies with strong growth potential.
What are the main risks for AMAGX?
The main risks for Amana Mutual Funds Trust - Growth Fund (AMAGX) include market risk, regulatory risk, and competition risk. Market risk refers to the potential for investment losses due to fluctuations in the stock market. Regulatory risk stems from the possibility of changes in Islamic finance regulations that could impact the fund's investment strategies. Competition risk arises from the presence of other Sharia-compliant investment funds vying for the same investors. Additionally, the fund's limited investment universe due to Sharia compliance may restrict its growth potential. Investors should carefully consider these risks before investing in AMAGX.
How does AMAGX ensure compliance with Islamic principles?
AMAGX ensures compliance with Islamic principles through a rigorous screening process that excludes investments in companies involved in activities prohibited by Sharia law, such as alcohol, tobacco, gambling, and interest-based finance. The fund's investment decisions are guided by a Sharia advisory board, which provides expert guidance on Islamic finance principles. The board reviews the fund's investment portfolio on a regular basis to ensure ongoing compliance with Sharia law. This commitment to ethical investing distinguishes AMAGX from conventional asset management firms and appeals to investors seeking Sharia-compliant investment options.
How sensitive is AMAGX to changes in the price of oil?
The sensitivity of AMAGX to changes in the price of oil depends on the fund's allocation to companies in the energy sector. While AMAGX diversifies its investments across various industries, a significant allocation to energy companies could make the fund vulnerable to fluctuations in oil prices. A decline in oil prices could negatively impact the performance of energy companies, leading to lower returns for AMAGX. However, the fund's adherence to Islamic principles may limit its exposure to certain energy companies, mitigating this risk. Investors should review the fund's portfolio holdings to assess its sensitivity to oil price changes.
What are the key factors to evaluate for AMAGX?
Amana Mutual Funds Trust - Growth Fund (AMAGX) holds an AI score of 47/100 (low). Not financial advice.
How frequently does AMAGX data refresh on this page?
AMAGX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven AMAGX's recent stock price performance?
Amana Mutual Funds Trust - Growth Fund (AMAGX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Adherence to Islamic principles attracts a specific niche market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AMAGX overvalued or undervalued right now?
Valuing Amana Mutual Funds Trust - Growth Fund (AMAGX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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.
- AI analysis is pending and will provide further insights.
- Financial data is based on available information as of 2026-03-16.