Amana Mutual Funds Trust - Growth Fund (AMAGX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, 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) with AI Score 47/100 (Weak). Amana Mutual Funds Trust - Growth Fund (AMAGX) seeks long-term capital growth by investing in common stocks, adhering to Islamic principles. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 16, 2026Amana 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.
Investment Thesis
Amana Mutual Funds Trust - Growth Fund (AMAGX), with a market capitalization of $6.12 billion 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
Key Highlights
- Market capitalization of $6.12 billion 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.
Competitors & Peers
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.
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.
Catalysts
- Ongoing: Increasing awareness and demand for Sharia-compliant investment options.
- Ongoing: Expansion of the global Islamic finance market.
- Upcoming: Potential development of new Sharia-compliant investment products.
- Ongoing: Growing trend towards ethical and socially responsible investing.
Risks
- Potential: Fluctuations in the stock market could impact investment returns.
- Potential: Changes in Islamic finance regulations could affect investment strategies.
- Ongoing: Competition from other Sharia-compliant investment funds.
- Potential: Economic downturns could reduce assets under management.
- Ongoing: Limited investment universe due to Sharia compliance may restrict growth.
Growth Opportunities
- 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.
Opportunities
- 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.
Threats
- Competition from other Sharia-compliant investment funds.
- Fluctuations in the stock market.
- Changes in Islamic finance regulations.
- Economic downturns that could impact investment returns.
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.
About AMAGX
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 They Do
- 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.
Business Model
- 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.
Industry Context
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.
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.
Financials
Chart & Info
Amana Mutual Funds Trust - Growth Fund (AMAGX) stock price: Price data unavailable
Latest News
No recent news available for 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.
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.
Competitors & Peers
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 do analysts say about AMAGX stock?
AI analysis is currently pending for AMAGX. However, based on the fund's characteristics, analysts typically focus on its adherence to Islamic principles, its large-cap value investment style, and its performance relative to other Sharia-compliant investment options. Key valuation metrics may include the fund's expense ratio, its historical returns, and its asset allocation. Growth considerations often revolve around the expansion of the Islamic finance market and the increasing demand for ethical investments. A neutral summary would highlight the fund's unique value proposition and its potential for long-term capital appreciation, while also acknowledging the risks associated with market fluctuations and changes in Islamic finance regulations.
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) currently holds an AI score of 47/100, indicating low score. Key strength: Adherence to Islamic principles attracts a specific niche market.. Primary risk to monitor: Potential: Fluctuations in the stock market could impact investment returns.. This is not financial advice.
How frequently does AMAGX data refresh on this page?
AMAGX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven AMAGX's recent stock price performance?
Recent price movement in Amana Mutual Funds Trust - Growth Fund (AMAGX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Adherence to Islamic principles attracts a specific niche market.. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
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.