Amana Growth Fund Institutional Class (AMIGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.01: the stock has moved roughly in step with 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 17, 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 Growth Fund Institutional Class (AMIGX) trades at $111.50. Amana Growth Fund Institutional Class (AMIGX) is a mutual fund that invests primarily in common stocks, including foreign stocks, following Islamic principles. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for AMIGX: AMIGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Amana Growth Fund Institutional Class (AMIGX) Financial Services Profile
Amana Growth Fund Institutional Class (AMIGX) is a large-cap value-focused mutual fund adhering to Islamic principles, investing in a diversified portfolio of common stocks, including international equities. With a $6.11 billion market cap and a beta of 1.01, the fund aims to provide long-term growth while adhering to specific ethical guidelines.
What Is the Investment Thesis for AMIGX?
Amana Growth Fund Institutional Class (AMIGX), with its $6.11 billion market capitalization, presents a unique investment opportunity for investors seeking Sharia-compliant equity exposure. The fund's focus on large-cap value stocks offers a potentially stable foundation for long-term growth. Key value drivers include the fund's adherence to Islamic principles, which may attract a specific segment of investors, and its diversification across industries and companies. A potential growth catalyst is the increasing demand for ethical and socially responsible investment options. However, the fund's investment decisions are constrained by Islamic principles, which may limit its investment universe and potentially impact performance relative to conventional funds. The fund's beta of 1.01 suggests market-average volatility.
Based on FMP financials and quantitative analysis
AMIGX Key Highlights
The fund operates with a focus on Sharia-compliant investing, attracting investors seeking ethical investment options.
- AMIGX invests primarily in common stocks, including foreign stocks, providing diversification across geographies.
- The fund follows a large-cap value investment style, targeting undervalued companies with strong fundamentals.
- The fund diversifies its investments across industries and companies, reducing concentration risk.
- The fund has a market cap of $6.11 billion, indicating its significant presence in the asset management industry.
Who Are AMIGX's Competitors?
AMIGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AMAGX Amana Mutual Funds Trust - Growth Fund | $110.46 | +0.51% | $7.10B | — |
| ARTIX Artisan International Fund Inv Shs | $32.52 | +0.49% | $6.31B | — |
| ASDEX American Century Select Fund R6 Class | $149.34 | +1.04% | $6.61B | — |
| FAXTX American Funds 2065 Target Date Retirement Fund Class F-1 | $22.34 | +1.04% | $7.39B | — |
| JENIX Jensen Quality Growth Fund Class I | $45.15 | +1.14% | $2.78B | — |
| BLK BlackRock, Inc. | $1084.52 | +1.69% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $113.51 | +1.67% | $136B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.57 | -0.08% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AMIGX's Key Strengths?
Focus on Sharia-compliant investing.
- Diversified portfolio.
- Large-cap value investment style.
- Experienced management team.
What Are AMIGX's Weaknesses?
Limited investment universe due to Islamic principles.
- Potential for underperformance relative to conventional funds.
- Dependence on market conditions.
- Higher expense ratio compared to some index funds.
What Are the Key Risks for AMIGX?
Limited investment universe due to Islamic principles may constrain performance.
- Economic downturns could negatively impact the fund's performance.
- Changes in Islamic finance regulations could affect the fund's operations.
- Competition from other Sharia-compliant funds could limit market share.
What Are AMIGX's Competitive Advantages?
- Adherence to Islamic principles, attracting a specific segment of investors.
- Established track record of Sharia-compliant investing.
- Diversified portfolio of large-cap value stocks.
What Does AMIGX Do?
Amana Growth Fund Institutional Class (AMIGX) is a mutual fund managed with a focus on Sharia-compliant investing. Founded with the aim of providing investment opportunities that align with Islamic principles, the fund invests primarily in common stocks, including those of foreign companies. The fund's investment strategy emphasizes diversification across various industries and companies, principally following a large-cap value investment style. This approach seeks to identify undervalued companies with strong fundamentals and long-term growth potential. The fund's portfolio construction adheres to strict Islamic guidelines, which prohibit investments in companies involved in activities such as alcohol, tobacco, gambling, and interest-based lending. AMIGX aims to provide investors with a way to participate in the equity market while adhering to their ethical and religious beliefs. The fund's focus on large-cap value stocks provides a degree of stability and potential for long-term capital appreciation. The fund operates primarily in the United States, but its investments extend globally, reflecting the interconnected nature of the modern financial markets and the availability of Sharia-compliant investment opportunities worldwide. The fund's commitment to Islamic principles differentiates it from conventional investment funds.
What Products and Services Does AMIGX Offer?
- Invests primarily in common stocks, including foreign stocks.
- Adheres to Islamic principles in its investment decisions.
- Diversifies investments across industries and companies.
- Follows a large-cap value investment style.
- Seeks long-term capital appreciation.
- Provides Sharia-compliant investment options for investors.
How Does AMIGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Invests in a diversified portfolio of common stocks, adhering to Islamic principles.
- Distributes capital gains and income to shareholders.
What Industry Does AMIGX Operate In?
Amana Growth Fund Institutional Class (AMIGX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is experiencing growth in demand for socially responsible and ethical investment options, driven by increasing awareness of environmental, social, and governance (ESG) factors. AMIGX's focus on Sharia-compliant investing positions it to capitalize on this trend. Competitors include other mutual funds and asset managers offering similar investment strategies, such as AMAGX, ARTIX, ASDEX, FAXTX, and JENIX. The fund's ability to differentiate itself through its adherence to Islamic principles and its focus on large-cap value stocks will be crucial for its success in the competitive landscape.
Who Are AMIGX's Key Customers?
- Individual investors seeking Sharia-compliant investment options.
- Institutional investors, such as pension funds and endowments, with an interest in ethical investing.
- Financial advisors seeking to offer Sharia-compliant investment solutions to their clients.
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 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved +3.7%.
AMIGX Financials
Bull Case vs Bear Case
Bull Case
- Focus on Sharia-compliant investing.
- Diversified portfolio.
- Large-cap value investment style.
- Experienced management team.
Bear Case
- Limited investment universe due to Islamic principles.
- Potential for underperformance relative to conventional funds.
- Dependence on market conditions.
- Higher expense ratio compared to some index funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AMIGX Latest News
No recent news available for AMIGX.
AMIGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AMIGX.
Price Targets
Wall Street price target analysis for AMIGX.
AMIGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AMIGX; grades run from A+ (80-100) to F (below 30).
AMIGX Financials Stock FAQ
What do analysts say about AMIGX stock?
Generally, analysts evaluate mutual funds based on factors such as historical performance, expense ratios, investment strategy, and risk-adjusted returns. Key valuation metrics include the fund's net asset value (NAV), expense ratio, and turnover rate.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Data is based on available information and may not be exhaustive.