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Sales Ideas
Building Investor Confidence Series
A Model of Low Turnover and Tax Efficiency
When selecting a mutual fund, investors often focus solely on performance while inadvertently overlooking important fund statistics such as portfolio turnover ratio and tax efficiency. Considering these important characteristics provides valuable insight into a portfolio manager’s investment strategy.
Do Your Fund Managers Invest in the Funds They Manage?
Common sense tells us that it’s a good idea for fund managers to buy into their own funds. After all, management and shareowner interests better align through collective ownership, and a manager's large stake in a fund he or she runs is a manifest sign of confidence in the fund’s investment strategy.
Avoiding Financials: Hurt or Help?
The Amana Funds avoid companies whose revenues are interest based, which typically means banks, insurance companies, and other financial institutions. Will they be able to match the performance of the market with one hand tied behind their back?
Amana's Investment Process
Saturna Capital, the Amana Funds’ investment adviser, screens more than 5,000 U.S. traded equities monthly. Roughly 40% are accepted (ranked A by Saturna’s analysts). Marginal issues receive rankings of B, C & D. About one-sixth are rejected outright (ranked F).
Morningstar Article Reprints
Analyst Review: Amana Income Fund
Analyst Review: Amana Growth Fund
Sales Brochures
Amana Funds Sales Brochure I — Advisers Only
Amana Funds Sales Brochure II — Pass-through brochure for clients of Advisers
Amana Funds Sales Brochure III — Pass-through brochure for Muslim clients of Advisers
