American Indep KS Tax-Exempt Bd I
The American Independence Trust
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Phone: 888-266-8787
| Category: | Muni Single State Interm | | Fund Family: | American Independence | | Net Assets: | 238.93M | | Year-to-Date Return: | 0.19% | | Yield: | 3.72% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-90 |
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Robert A. Campbell
Lead Manager since
01-Aug-00 | | | Campbell is vice president and portfolio manager with American Independence Financial Services. He is also president of American Independence Financial Counselors, LLC. Prior to joining AIFS, Campbell was a senior portfolio manager with Galliard Capital Management, Inc. Prior to his employment with Galliard, Campbell served as a municipal/fixed income portfolio manager with First Commerce Investors, U.S. Bank/First Bank and Firstier Bank. Campbell holds the Chartered Financial Analyst designation. |
| 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 to preserve capital while producing current income exempt from federal and Kansas income taxes. The fund normally invests at least 80% in municipal bonds. It invests at least 80% of net assets in securities the income from which is not subject to the alternative minimum tax. The fund invests primarily in municipal bonds with maturities ranging from 1 to 20 years. It is the intent of the Adviser to maintain a dollar weighted average portfolio maturity between seven and 12 years. |
| Last Dividend
(29-Jan-10):
| 0.03 | | Last Cap Gain
(21-Dec-98):
| 0.05 | | Annual Holdings Turnover
| 13.54% | | Average for Category:
| 25.43% |
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| Expense | SEKSX | Category
Avg | | Total Expense Ratio: | 0.40%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 3.93% | | Max Deferred Sales Load: | %
| 2.48% | | 3 Yr Expense Projection*: |
$ 154 | $512 | | 5 Yr Expense Projection*: |
$ 304 | $742 | | 10 Yr Expense Projection*: |
$ 741 | $1,402 |
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