American Indep Stock I
The American Independence Trust
Map
Phone: 888-266-8787
| Category: | Large Value | | Fund Family: | American Independence | | Net Assets: | 105.20M | | Year-to-Date Return: | -3.34% | | Yield: | 0.85% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jan-97 |
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Jeffrey A. Miller
Lead Manager since
30-Mar-07 | | | Miller co-founded Miller & Jacobs Capital, LLC in February 2003, and has been managing an affiliated Delaware company (also called Miller & Jacobs Capital, LLC) since 1997. Prior to co-founding Miller & Jacobs Capital in 2003, and its affiliated entity in 1997, Miller was Vice President of Equity Research at Keefe, Bruyette & Woods, Inc. (?KBW?) where he worked from 1994 to 1997. |
| Min Initial Investment: | $250,000 | | 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 normally invests at least 80% of net assets in common and/or preferred stocks and at least 65% of total assets in such stocks issued by U.S. companies with large market capitalizations (over $5 billion) at the time of purchase. |
| Last Dividend
(23-Dec-09):
| 0.11 | | Last Cap Gain
(21-Dec-07):
| 2.79 | | Annual Holdings Turnover
| 241.77% | | Average for Category:
| 69.44% |
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| Expense | ISISX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.46% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 396 | $599 | | 5 Yr Expense Projection*: |
$ 714 | $934 | | 10 Yr Expense Projection*: |
$ 1,613 | $1,838 |
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1.52% Nasdaq 0.00%
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