AAMA Mutual Funds List
Here you can find all mutual funds issued by AAMA and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.04%
- Avg. 1 Year Return
- 15.57%
- Avg. 5 Year Return
- 6.14%
- Median Risk/Return Score
- 81 / 100
AAMA Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAMA Equity Fund | Large Cap Blend Equities | Jun 30, 2017 | 1.17% | 13.36% | — | 10.58% | 89 | ||||||||
| AAMA Income Fund | Intermediate Core-Plus Bond | Jun 30, 2017 | 0.92% | 0.30% | — | 2.21% | 72 |
Explore top AAMA Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best AAMA Mutual funds by Risk/Return Score
The top AAMA Mutual funds by PortfoliosLab Risk/Return Score are AMFEX (89) and AMFIX (72).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| AAMA Equity Fund | 89 | — | Jun 2017 | |
| AAMA Income Fund | 72 | — | Jun 2017 |
Best-Performing AAMA Mutual funds Over 5 Years
The top AAMA Mutual funds is AMFEX (11.53%).
Across the lineup, AAMA Mutual funds show an average 1-year return of 15.57% and an average 5-year return of 6.14%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| AAMA Equity Fund | 11.53% | — | Jun 2017 | |
| AAMA Income Fund | 0.75% | — | Jun 2017 |
Lowest-Cost AAMA Mutual funds
The top AAMA Mutual funds is AMFIX (0.92%).
With an average expense ratio of 1.04%, AAMA Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| AAMA Income Fund | 0.92% | — | Jun 2017 | |
| AAMA Equity Fund | 1.17% | — | Jun 2017 |
Highest-Yield AAMA Mutual funds
The top AAMA Mutual funds is AMFEX (10.58%).
Across the lineup, AAMA Mutual funds show an average dividend yield of 6.40%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| AAMA Equity Fund | 10.58% | — | Jun 2017 | |
| AAMA Income Fund | 2.21% | — | Jun 2017 |
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