AAMA Mutual Funds
AAMA Funds List
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Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
AAMA Income | AMFIX | Intermediate Core-Plus Bond | 2.91% | 98 | 0.950% | High | No Load | $10,000 | ||
AAMA Equity | AMFEX | Large Blend | 16.12% | 80 | 1.160% | High | No Load | $10,000 |
AAMA Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank