MUTUAL FUND

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Request Presentation A successful organization depends on the success and happiness of its people. Financial literacy plays an important role in this success. When people feel financially aware, secure, and stable, it positively impacts their productivity. Whether you are an Islamic center or other nonprofit or for-profit business, we can customize a presentation to the …

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Fees and Expenses

Fees and Expenses A no load growth fund with competitive fees, Iman Fund offers halal investing to manage your wealth. Shareholder Fees Fees paid directly from your investment.  Maximum sales charge (load) imposed on purchases: Maximum deferred sales charge (load): Maximum sales charge (load) imposed on reinvested dividends: Redemption fee: Exchange fee:Maximum account fee: NoneNoneNoneNoneNoneNone …

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Performance: Return on Investment

Return on Investment: Fund Performance Daily Price (Net Asset Value (NAV)) | Download Fact Sheet Month-end Performance Quarter-end Performance Total Annual Fund Operating Expenses: 1.29% Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, …

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Investment Objective & Strategies

Investment Objective & Strategies Our objective | Allied Asset Advisors generally seeks growth of capital while adhering to Islamic principles. All portfolios are, of course, customized to meet the investors’ objectives, time frames and tolerance for risk. Investment Strategies AAA seeks to achieve its capital growh investment objectives by investing in common stocks and equity-related …

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Management of the Fund

Management of the Fund Allied Asset Advisors, Inc. (AAA) is distinct due to its relationship with the North American Islamic Trust, Inc (NAIT), the founder of halal investment options in America. Portfolio Manager Dr. Bassam Osman is the portfolio manager, solely responsible for the day-to-day investment management of Iman Fund. He has been a Portfolio …

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Investing in Our Community

Investing in Our Community Community service is one of the cornerstones of Islam and a universal value. We care about the people we serve and believe it is our responsibility to make a positive impact in our community. Since its inception, Allied Asset Advisors, adviser to our separately managed accounts and the Iman Fund, has …

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