American Indep Stock A
American Independence Funds3435 Stelzer RoadColumbus, OH 43219
Map
Phone: 866-410-2006
| Category: | Large Blend | | Fund Family: | American Independence | | Net Assets: | 159.11M | | Year-to-Date Return: | 3.94% | | Yield: | 0.41% | | Morningstar Rating: |  | | Fund Inception Date: | 20/03/2006 |
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Jeffrey A. Miller
Lead Manager since 30/03/2007 | | |
| Min Initial Investment: | 5,000 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 5,000 | | Min Subsequent Investment: | 250 | | Min Subsequent Investment, IRA: | 250 | | Min Subsequent Investment, AIP: | 25 |
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| The investment seeks long-term capital appreciation.
The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common and/or preferred stocks of U.S. companies. It invests at least 65% of its net assets in such stocks issued by companies with large market capitalizations (over $5 billion) at the time of purchase and up to 35% of its total assets in companies with small- to mid-sized market capitalizations. The fund invests up to 20% of its net assets in common and/or preferred stock of foreign companies, including ADRs, GDRs and EDRs. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(14/12/2012)
:
| 0.00 | | Annual Holdings Turnover
(16/05/2013)
:
| N/A | | Average for Category: | 51.91% |
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| Expense | IFCSX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.48% | 1.11% | | Prospectus Net Expense Ratio: | 1.49% | N/A | | Prospectus Gross Expense Ratio: | 1.81% | N/A | | Max 12b1 Fee: | 0.33% | N/A | | Max Front End Sales Load: | 5.75% | 5.27% | | Max Deferred Sales Load:
| N/A | 2.36% | | 3 Yr Expense Projection*: | 1,082 | 775 | | 5 Yr Expense Projection*: | 1,471 | 1,258 | | 10 Yr Expense Projection*: | 2,555 | 2,352 |
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0.78%