American Indep Intl Equity I
American Independence Funds 3435 Stelzer Road Columbus, OH 43219
Map
Phone: 888-266-8787
| Category: | Foreign Large Value | | Fund Family: | American Independence | | Net Assets: | 96.35M | | Year-to-Date Return: | 21.12% | | Yield: | 2.13% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jan-97 |
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David Whittall
Lead Manager since
20-Nov-09 | | | Whittall is a portfolio manager at SGI. He joined SGI in June 2007. Whittall was a portfolio manager of Avera from March 2004 until June 2007. Prior to joining Avera, he was senior vice president and the senior international equity salesman at HSBC in San Francisco from January 2003. Prior to HSBC, he was a vice president at JP Morgan and their senior European equity salesman in San Francisco from May 2001 to October 2002. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests primarily in the equity securities of companies located outside the US. It invests, under normal circumstances, at least 80% of net assets in foreign securities which may include emerging markets on an opportunistic basis. The fund invests no more than 20% of net assets in developing countries or emerging market securities. It normally invests at least 80% of the value of net assets, plus the amount of any borrowings for investment purposes in equities. |
| Last Dividend
(12-Dec-08):
| 0.23 | | Last Cap Gain
(21-Dec-07):
| 0.94 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 51.98% |
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| Expense | IMSSX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $689 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $973 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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0.83% Nasdaq 
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