Amana Income Fund Institutional Class (AMINX) Stock Analysis
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 Income Fund Institutional Class (AMINX) trades at $76.71 with AI Score 46/100 (Grade C). Amana Income Fund Institutional Class (AMINX) is an actively managed mutual fund that invests primarily in dividend-paying common stocks… Market cap: $2.38B, Sector: Financial services.
Price as of Jul 20, 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 an underweight signal based on the underlying data.
AMINX: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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 $2.38B 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 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AMANX Amana Mutual Funds Trust Income Fund | $77.83 | -0.56% | $2.38B | 46 |
| DGAGX BNY Mellon Appreciation Fund, Inc. Investor Shares | $36.09 | +0.14% | $2.00B | 44 |
| DIAMX Diamond Hill Long-Short Fund | $29.35 | -0.71% | $2.14B | 44 |
| DWGFX American Funds Developing World Growth and Income Fund - Class F-1 | $15.69 | -1.32% | $2.70B | 47 |
| FCFWX American Funds Retirement Income Portfolio - Enhanced Class F-1 | $16.03 | -0.50% | $2.32B | 46 |
| PTY PIMCO Corporate & Income Opportunity Fund | $11.81 | -0.21% | $2.50B | 57 |
| SCFFX Shenkman Capital Short Duration High Income Fund | $9.83 | +0.00% | $2.10B | 55 |
| JPC Nuveen Preferred & Income Opportunities Fund | $7.81 | +0.39% | $2.93B | 58 |
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 Opportunities Does AMINX Have?
- Growing demand for socially responsible investments.
- Expansion into emerging markets with a significant Muslim population.
- Development of new Sharia-compliant investment strategies.
- Strategic partnerships with Islamic financial institutions.
What Threats Does AMINX Face?
- Fluctuations in dividend yields.
- Market volatility impacting the value of investments.
- Changes in Islamic finance regulations.
- Competition from other Sharia-compliant investment funds.
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.
ROE 0%Key Financial Metrics
Return on equity for Amana Income Fund Institutional Class 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. AMINX 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.
How Amana Income Fund Institutional Class Is Valued
Amana Income Fund Institutional Class carries a market capitalization of $2.38B, placing it in the mid-cap category. Relative to its peer group, AMINX's quantitative score of 46/100 is roughly in line with the peer average of 45/100.
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 · July 2026
AMINX Latest News
No recent news available for AMINX.
AMINX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AMINX.
Price Targets
Wall Street price target analysis for AMINX.
AMINX MoonshotScore
What does this score mean?
The MoonshotScore rates AMINX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Amana Income Fund Institutional Class Financial Services Stock: Key Questions Answered
What does the AI Score mean for AMINX?
AMINX holds an AI Score of 46/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Amana Income Fund Institutional Class (AMINX) is an actively managed mutual fund that invests primarily in dividend-paying common stocks, including foreign stocks. The fund adheres to Islamic …
What does Amana Income Fund Institutional Class do?
Amana Income Fund Institutional Class (AMINX) is a mutual fund that invests primarily in dividend-paying common stocks while adhering to Islamic principles. The fund's investment decisions are guided by Sharia guidelines, which prohibit investments in certain industries and require adherence to specific ethical standards.
What are the main risks for AMINX?
The main risks for Amana Income Fund Institutional Class (AMINX) include fluctuations in dividend yields, market volatility, changes in Islamic finance regulations, and competition from other Sharia-compliant investment funds. A decline in dividend payments from portfolio companies could negatively impact the fund's income stream. Market volatility could lead to a decrease in the value of the fund's investments.
What are the key factors to evaluate for AMINX?
Amana Income Fund Institutional Class (AMINX) holds an AI score of 46/100 (low). Not financial advice.
How frequently does AMINX data refresh on this page?
AMINX's price was last updated on Jul 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time 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.
How do I research AMINX before investing?
Before investing in Amana Income Fund Institutional Class (AMINX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding AMINX to a portfolio?
Key strength of Amana Income Fund Institutional Class (AMINX): Adherence to Islamic principles attracts a specific investor base. Weigh rewards against risks and diversify. Not financial advice.
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 pending for AMINX, limiting the depth of insights.
- Financial data is based on available information and may be subject to change.