AMIPX Mutual Fund (Amana Participation Fund Institutional Shares) is managed by Amana Mutual Funds Trust with $273.5M in net assets. AMIPX expense ratio is 0.59%, holding 47 positions across sectors including Financials, Real Estate. Inception date: 2015-09-28.

AMIPX performance shows a YTD return of 0.61%. The 1-year return is 3.84% and the 5-year return is 1.70%. AMIPX dividend yield stands at 3.64%, paid monthly.

AMIPX top holdings include EQUATE Sukuk SPC Ltd. (3.4%), Jpmmt_25-Vis2 A1 144A 5.38 01/25/2063 (3.1%), Bcp V Modular Services Finance Ii Regs 6.5% Jul 10, 2031 6.5 2031-07-10 (2.9%), Hudson Pacific Properties Lp 0.0395 11/01/2027 (2.8%), Tabreed Sukuk Programme Ltd Regs 5.28% Mar 05, 2030 (2.6%). View all AMIPX holdings, sector breakdown, or dividend history.

AMIPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AMIPX alternatives are available via the screener, along with tax-loss harvesting opportunities.