Amana Mutual Funds Trust Income Fund
Shareclass
Amana Income Investor (AMANX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 402 out of 2,554 funds
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Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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 Income Fund AMANX
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. Procter & Gamble Co2.2% of assets$43.46M invested
- 2. Unilever PLC ADR1.36% of assets$26.89M invested
- 3. Novartis AG ADR1.63% of assets$32.21M invested
- 4. Kimberly-Clark Corp2.16% of assets$42.6M invested
- 5. Colgate-Palmolive Co2.08% of assets$41.03M invested
- 6. Johnson & Johnson1.38% of assets$27.23M invested
- 7. Microsoft Corp8.04% of assets$158.8M invested
- 8. Merck & Co Inc0.57% of assets$11.35M invested
- 9. Amgen Inc1.89% of assets$37.27M invested
- 10. AbbVie Inc1.06% of assets$20.9M 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. Kenvue Inc2% of assets$39.53M invested
- 2. Genuine Parts Co2.42% of assets$47.7M invested
- 3. Broadcom Inc3.03% of assets$59.83M invested
- 4. Nintendo Co Ltd2.83% of assets$55.93M invested
- 5. The Home Depot Inc0.36% of assets$7.14M invested
- 6. Linde PLC3.07% of assets$60.72M invested
- 7. Illinois Tool Works Inc4.01% of assets$79.19M invested
- 8. Ferguson Enterprises Inc1.8% of assets$35.5M invested
- 9. Eaton Corp PLC1.63% of assets$32.27M invested
- 10. PPG Industries Inc2% of assets$39.5M invested
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Financial performance
Performance data provided by
Find more financial data on AMANX at Morningstar.com
Find more financial data on AMANX 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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