Generated by All in One SEO v4.9.10, this is an llms.txt file, used by LLMs to index the site. # Allied Asset Advisors Halal Investing ## Sitemaps - [XML Sitemap](http://investaaa.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Sample Page](http://investaaa.com/2022/03/06/sample-page/) - This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this: Hi there! I'm a bike messenger ## Pages - [Home](http://investaaa.com/) - Allied Asset Advisors’ Iman Fund and separate accounts help American Muslims manage their wealth based on Islamic principles, benefitting family and community. - [Literature](http://investaaa.com/literature/) - Literature | open an account Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature Ready to invest with us or make changes to your account? We're glad to help. The Iman Fund offers different types of accounts that may suit your financial goals and investment needs, such as - [GENERAL FAQs](http://investaaa.com/general-faqs/) - GENERAL FAQs What is Islamic Investing in the US? Islamic investing is quickly becoming very popular worldwide. Muslims represent an underserved market that has only recently been recognized. Over 7 million Muslims live in the US, half of whom make $50,000 according to Zogby’s (based on US Census 2020) – well above the national average - [Contact Us](http://investaaa.com/contact-us/) - Contact Us We look forward to connecting with you. Request a Presentation - Ask a Question - Give Us Feedback Title Select Mr Ms Mrs Dr Shaykh First Name Last Name Method of Contact Phone Email Phone Email Area of Interest (please select) Select a Topic* Regular Investment Roth or traditional IRA 401K rollover Educational - [Terms and Conditions](http://investaaa.com/terms-and-conditions/) - Terms & Conditions TERMS AND CONDITIONSLimited UseThe information provided on this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Allied Asset Advisors, Inc. to any registration requirement within - [Privacy Policy](http://investaaa.com/privacy-policy/) - Privacy Policy PRIVACY POLICYAllied Asset Advisors, Inc. understands the importance of personal privacy. We have a long-standing policy of maintaining strict confidentiality over customer information. Our written policy that applies to all people involved with servicing your accounts as Allied Asset Advisors, Inc. is as follows:The Fund collects non-public information about you from the following - [Portfolio Characteristics](http://investaaa.com/portfolio-characteristics/) - Portfolio Characteristics Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature Quick Fund Facts Download a Fact Sheet Ticker SymbolIMANXThe Style Box reveals a fund’s investment strategy by showing its investment style and market capitalization based on the Fund’s portfolio holdings. For equity funds the vertical axis shows - [Thank you](http://investaaa.com/thank-you/) - Thank you Thank you for your interest.We will respond shortly. - [Our Team](http://investaaa.com/our-team/) - Our TEAM Allied Asset Advisors is distinct among halal investment managers. We are wholly-owned by North American Islamic Trust, Inc (NAIT), founder of halal investment options in America. You can rely on our team of professionals to invest your money responsibly in only sharia-compliant assets. Our in-depth expertise supports our goal to select only top-tier - [Investing in Our Community](http://investaaa.com/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 - [Investment Objective & Strategies](http://investaaa.com/investment-objective-strategies/) - Investment Objective & Strategies Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature 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 - [Distributions](http://investaaa.com/expenses-distributions/) - Distributions 2022 Distributions Record Date: December 20, 2022 Ex-Date: December 21, 2022 Reinvestment Date: December 21, 2022 Payable Date: December 21, 2022 Short Term Capital Gains per Share: $0.00 Long Term Capital Gains per Share: $0.14805233 Total Adjustment of Share Price: $0.14805233 2021 Distributions Record Date: December 22, 2021Ex-Date: December 23, 2021Short Term Capital Gains - [Investment Advisor AAA](http://investaaa.com/investment-advisor-aaa/) - Investment Advisor Invest with confidence to help your mosque, school, endowment or foundation progress toward its long-term goals Allied Asset Advisors is an SEC-registered investment advisor, founded in 2000. Our team works tirelessly to provide investment services to individuals, families, and organizations alike. We also offer portfolio management services to nonprofit organizations, endowments, businesses and other - [Our Investment Philosophy and Approach](http://investaaa.com/our-investment-philosophy-and-approach/) - our Investment Philosophy and Approach We believe in investing with integrity and purpose, and that investments should generate value for all people involved, not just the investors. Islamic Principles and Ethics Islamic ethics and values are the foundation of our investment philosophy. This means that we invest in high quality, clean industries that are considered - [Our Values](http://investaaa.com/our-values/) - Our Values Our work is rooted in core Islamic values and Islamic ethics. We strive to educate and enable our investors so they can reap the potential benefits of sound investment decisions, protect their capital, and give back to their community. Trust Earning the trust of our investors is our utmost priority. We believe that - [TRADITIONAL IRA](http://investaaa.com/understanding-traditional-ira/) - UNDERSTANDING a TRADITIONAL IRA Traditional IRAs are retirement accounts that allow contributions with pre- or after-tax dollars, with no income or age restrictions. After-tax contributions are tax deductible in the current tax year. Advantages of Traditional IRA Contributions During your working years, you may contribute every year, but you aren’t required to do so. You - [SIMPLE IRA](http://investaaa.com/understanding-simple-ira/) - UNDERSTANDING SIMPLE IRA SIMPLE stands for Savings Investment Match Plan for Employees where self-employed individuals and small businesses can establish tax-advantaged retirement plans. Eligibility Criteria To participate in the plan, employees must have earned at least $5,000 in compensation in any two previous calendar years and be expected to earn at least $5,000 in the - [SEP IRA](http://investaaa.com/understanding-sep-ira/) - UNDERSTANDING SEP A Simplified Employee Pension (SEP) is a retirement account that offers tax benefits for business owners and self-employed individuals. A SEP is much like a traditional IRA in that the contributions are tax-deductible, and investments grow tax-deferred. Tax deferred means that tax is collected when a distribution, which is considered income, is withdrawn - [Roth IRA](http://investaaa.com/understanding-roth-ira/) - Understanding Roth IRAs In a Roth IRA (Individual Retirement Account), you can contribute only after-tax dollars. This may be a good option for those who expect to be in a high tax bracket in the future. Advantages of Roth IRA contributions There are no age limits to make contributions.Your contributions will grow tax deferred.If your - [Rollovers](http://investaaa.com/understanding-rollovers/) - Understanding Rollovers Moving your money from an employer-sponsored retirement plan (401(k), 403(b) or similar) to another plan is called a rollover. Potential Advantages Rolling over your employer sponsored retirement funds after you leave, or selecting a new trustee for your existing IRA, may offer advantages, such as:Full control and the liberty to make decisions regarding - [Education Savings Account (Coverdell)](http://investaaa.com/understanding-education-savings-account/) - Understanding Coverdell Education Savings Accounts Tax-advantaged savings for education and qualifed education expenses. How CESA Works CESA, formerly known as an Education IRA, is a federally-sponsored, tax-advantaged trust or custodial account that allows families to increase their investment earnings through tax-deferral as long as the funds are later used for educational purposes. Parents, grandparents, other - [Regular Investment Account](http://investaaa.com/regular-investment-account/) - Understanding a Regular Investment Account A regular account (non-retirement) serves individual investors and families, family trusts, schools, mosques, foundations, endowments, businesses and other organizations. There are many types of investment accounts and a variety of investment strategies available depending upon your overall goals. Opening a regular investment account with us is simple and one of - [Management of the Fund](http://investaaa.com/management-of-the-fund/) - Management of the Fund Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature 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 - [Request Presentation](http://investaaa.com/request-presentation/) - Request Presentation Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature 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 - [Education Savings Account FAQs](http://investaaa.com/education-savings-account-faqs/) - Education SavingsAccount FAQs Is Coverdell Education Savings Account (CESA) different from Education IRA? No. Education IRA was renamed as Coverdell Educations Savings Account (CESA) in 2002. Both are the same with different names. How does CESA work? In a nutshell, CESA offers tax-free investment growth and tax-free withdrawals when the funds are spent on qualified - [Why Invest in Education?](http://investaaa.com/why-invest-in-education/) - Why Invest for Education? Islam requires everyone to seek knowledge and become educated. Higher education costs have been rising at twice the rate of inflation every year and it may not change in the foreseeable future. The Prophet Muhammad (Peace be upon him) encouraged us metaphorically by saying “Seek knowledge, even in China.” The education - [Our Story](http://investaaa.com/our-story/) - OUR STORY In the early 1980s, the American Muslim community was growing along with its financial needs. We responded, establishing Allied Asset Advisors and Iman Fund more than two decades ago. Experiencing a lack of Islamically-permissible options to help secure a family’s financial future, the North American Islamic Trust (NAIT), a pioneer Islamic organization, along with a - [Why Iman Fund?](http://investaaa.com/why-iman-fund/) - Why Iman Fund? Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature Iman Fund is designed to help our shareholders adhere to Islamic principles while investing to building wealth to benefit their families and communities. Experience and Community Connection Iman Fund is distinct among other available halal investment - [Traditional IRA FAQs](http://investaaa.com/traditional-ira-faqs/) - Traditional IRA FAQs We have provided these FAQs as general guidance. IRAs of all types are subject to IRS eligibility, requirements and restrictions. Talk with your investment and tax advisors about your particular circumstances. Please see IRS Guidelines for information for the current tax year. What are the income limits for IRA contributions? For traditional IRA, there - [SIMPLE IRA FAQs](http://investaaa.com/simple-ira-faqs/) - SIMPLE IRA FAQs We have provided these FAQs as general guidance. IRAs of all types are subject to IRS eligibility, requirements and restrictions. Talk with your investment and tax advisors about your particular circumstances. Please see IRS Guidelines for information for the current tax year. What is a SIMPLE IRA? SIMPLE stands for Savings Investment Match Plan - [SEP IRA FAQs](http://investaaa.com/sep-ira-faqs/) - SEP IRA FAQs We have provided these FAQs as general guidance. IRAs of all types are subject to IRS eligibility, requirements and restrictions. Talk with your investment and tax advisors about your particular circumstances. Please see IRS Guidelines for information for the current tax year. Who is eligible to set up a SEP IRA? What are the - [Rollover 401(k) / 403(b) FAQs](http://investaaa.com/401k-ira-rollover-faqs/) - 401K/IRA Rollover FAQs Is a rollover right for me? It depends on your situation and the choices available to you. Some might want to leave their retirement funds with the former employer due to the general investment strategy. A rollover helps you to keep the tax-deferred status and avoid early withdrawal penalties. You can also - [Roth IRA FAQs](http://investaaa.com/roth-ira-faqs/) - ROTH IRA FAQs We have provided these FAQs as general guidance. IRAs of all types are subject to IRS eligibility, requirements and restrictions. Talk with your investment and tax advisors about your particular circumstances. Please see IRS Guidelines for information for the current tax year. What are the income limits for Roth IRA contributions? The amount you - [Timing Vs Time in the Market](http://investaaa.com/timing-vs-time-in-the-market/) - Timing Vs. Time in the Market When it comes to investing, money has time value. Historically, investing early has led to compounded returns. What is the Best Time to Start Investing? As early as possible. And if you haven’t started yet, then as soon as possible. Saving money to grow wealth is the key to - [Planning & Research](http://investaaa.com/planning-research/) - Get Started with Planning & Research Investing need not be complicated nor intimidating. Simplify it with step-by-step planning and research. Determine your Current Situation A systematic and comprehensive financial plan will help you focus on your long-term goals. Prioritizing competing goals can help reduce anxiety and stress around money. Begin by analyzing your financial goals - [What is Diversification?](http://investaaa.com/what-is-diversification/) - What is Diversification? We believe a diversified portfolio is a key to successful investing, helping to mitigate risk and provide the potential for more even returns over time. Understanding Risk Halal Investing is an Islamic approach to investment decision making. Financial products are determined as permissible only after a detailed shari’ah-based review and approval. Because Islamic - [Glossary of Terms](http://investaaa.com/glossary-of-terms/) - Glossary of Terms Asset Allocation Asset allocation involves dividing your investments among different assets, such as stocks, bonds, and cash. The asset allocation decision is a personal one. The allocation that works best for you changes at different times in your life, depending on how long you have to invest and your ability to tolerate risk. - [What is Halal Investing?](http://investaaa.com/what-is-halal-investing/) - Halal Investing O Lord! Give us good in this world, and good in the Hereafter. Halal Investing is Beneficial for both Investors and the Community Halal Investing is an Islamic approach to investment decision making in which financial products are determined as permissible only after a detailed shari’ah-based review and approval. Because Islamic financial law - [Purification](http://investaaa.com/purification/) - Purification Purification: Removing impure or haram income received from growth on otherwise halal investments. Purification can be accomplished by donating any small income earned from any impermissible business activities of companies that may have passed shari’ah compliance hurdles, despite halal business and financial screens. Let’s Look at a Few Examples A technology firm might have - [Fees and Expenses](http://investaaa.com/fees-and-expenses/) - Fees and Expenses Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature 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 - [Performance: Return on Investment](http://investaaa.com/return-on-investment-fund-performance/) - Return on Investment: Fund Performance Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature Daily Price (Net Asset Value (NAV)) | Download Fact Sheet Fund As Of $ NAV $ Change Change % YTD % Iman Fund 07/20/2026 22.05 -0.04 -0.18 16.30 Month-end Performance As of June 30, - [PORTFOLIO CHARACTERISTICS test](http://investaaa.com/portfolio-characteristics-test/) - Portfolio Characteristics Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature Quick Fund Facts As of June 30, 2022 | Download a Fact Sheet Ticker SymbolIMANXThe Style Box reveals a fund’s investment strategy by showing its investment style and market capitalization based on the Fund’s portfolio holdings. For - [RETURN ON INVESTMENT Test](http://investaaa.com/return-on-investment-test/) - Return on Investment: Fund Performance Why Iman Fund Strategy Performance Portfolio Characteristics Literature Why Iman Fund Strategy Performance Portfolio Characteristics Literature Daily Price (Net Asset Value (NAV)) | Download Fact Sheet Fund As Of $ NAV $ Change Change % YTD % Iman Fund 07/20/2026 22.05 -0.04 -0.18 16.30 Month-end Performance As of June 30, - [GLO](http://investaaa.com/glo/) - [Relationship with NAIT](http://investaaa.com/relationship-with-nait/) - Relationship with NAIT NAIT is the Founder of Halal Investment Options in America. It is one of the Oldest and is a Leading Islamic Nonprofit Organization. Allied Asset Advisors is a wholly owned subsidiary of NAIT, a tax-exempt, 501(c)(3) nonprofit organization established in 1973 as a Waqf (Trust/Endowment) institution serving the American Muslim community.Since its - [Help](http://investaaa.com/help/) - Site HelpWe want to make your visit to the Iman Fund Web site as enjoyable as possible. Please let us know if you’re experiencing any difficulties so we can give the problem our prompt attention. We also welcome any feedback you may have regarding the site’s content, format and usability.If you’re having technical difficulties with the site, - [Site Map](http://investaaa.com/site-map/) - Site Map Contact Us Distributions Education Savings Account (Coverdell) Education Savings Account FAQs Fees and Expenses GENERAL FAQs GLO Glossary of Terms Help Home Investing in Our Community Investment Advisor AAA Investment Objective & Strategies Literature Management of the Fund Our Investment Philosophy and Approach Our Story Our Team Our Values Performance: Return on Investment ## Site Builder - [Google Tag Body](http://investaaa.com/astra-advanced-hook/google-tag-body/) - [google tag head](http://investaaa.com/astra-advanced-hook/google-tag-head/) ## Categories - [Our Edge](http://investaaa.com/category/our-edge/) - [FAQ's](http://investaaa.com/category/faqs/) - [GETTING STARTED](http://investaaa.com/category/getting-started/) - [MUTUAL FUND](http://investaaa.com/category/mutual-fund/) - [TYPES OF ACCOUNTS](http://investaaa.com/category/types-of-accounts/)