Aama Equity Fund Quote
| AMFEX Fund | USD 19.33 0.08 0.42% |
PerformanceStrong
| Odds Of DistressLow
|
Aama Equity is trading at 19.33 as of the 19th of July 2025; that is 0.42 percent increase since the beginning of the trading day. The fund's open price was 19.25. Aama Equity has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund, under normal market circumstances, will invest at least 80 percent of its net assets in equity securities of any size capitalization. It invests primarily in common stocks and ETFs, but may also invest in other types of equity securities including, preferred stock, investments in foreign equity securities through U.S. More on Aama Equity Fund
Moving together with Aama Mutual Fund
Aama Mutual Fund Highlights
| Fund Concentration | AAMA Funds, Large Value Funds, Large Blend Funds, Large Blend, AAMA, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of October 2022 |
| Fiscal Year End | June |
Aama Equity Fund [AMFEX] is traded in USA and was established 19th of July 2025. Aama Equity is listed under AAMA category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AAMA family. This fund presently has accumulated 395.1 M in assets under management (AUM) with minimum initial investment of 10 K. Aama Equity Fund is currently producing year-to-date (YTD) return of 7.7% with the current yeild of 0.01%, while the total return for the last 3 years was 14.06%.
Check Aama Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Aama Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Aama Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Aama Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Aama Equity Fund Mutual Fund Constituents
| VB | Vanguard Small Cap Index | Etf | Small Blend | |
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| QQQ | Invesco QQQ Trust | Etf | Large Growth | |
| MSFT | Microsoft | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| VUG | Vanguard Growth Index | Etf | Large Growth | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| TMUS | T Mobile | Stock | Communication Services |
Aama Equity Fund Risk Profiles
| Mean Deviation | 0.5357 | |||
| Semi Deviation | 0.4177 | |||
| Standard Deviation | 0.7469 | |||
| Variance | 0.5578 |
Aama Equity Against Markets
Other Information on Investing in Aama Mutual Fund
Aama Equity financial ratios help investors to determine whether Aama Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Aama with respect to the benefits of owning Aama Equity security.
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