Amana Mutual Funds Trust Growth Fund
Shareclass
Amana Growth Investor (AMAGX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 174 out of 2,546 funds
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Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Amana Mutual Funds Trust Growth Fund AMAGX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC ADR2.17% of assets$123.88M invested
- 2. Procter & Gamble Co1.94% of assets$110.85M invested
- 3. Schneider Electric SE1.85% of assets$105.72M invested
- 4. Novo Nordisk AS ADR4.17% of assets$238.52M invested
- 5. Intuit Inc3.1% of assets$177.36M invested
- 6. Microsoft Corp4.97% of assets$284M invested
- 7. Merck & Co Inc1.59% of assets$90.85M invested
- 8. Keysight Technologies Inc2.39% of assets$136.68M invested
- 9. ServiceNow Inc2.9% of assets$165.46M invested
- 10. AbbVie Inc1.94% of assets$110.59M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Broadcom Inc3.32% of assets$189.75M invested
- 2. Lincoln Electric Holdings Inc0.9% of assets$51.64M invested
- 3. AutoZone Inc2.21% of assets$126M invested
- 4. Advanced Micro Devices Inc3.45% of assets$196.9M invested
- 5. TJX Companies Inc2.37% of assets$135.17M invested
- 6. ASML Holding NV ADR4.49% of assets$256.64M invested
- 7. Lowe's Companies Inc1.9% of assets$108.34M invested
- 8. Oracle Corp2.68% of assets$153.36M invested
- 9. Church & Dwight Co Inc2.15% of assets$122.66M invested
- 10. Agilent Technologies Inc2.34% of assets$133.63M invested
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Financial performance
Performance data provided by
Find more financial data on AMAGX at Morningstar.com
Find more financial data on AMAGX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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