American Independence Intl Bond Instl
The American Independence Trust
Map
Phone: 800-247-0473
| Category: | World Bond | | Fund Family: | American Independence | | Net Assets: | 46.18M | | Year-to-Date Return: | 8.36% | | Yield: | 2.03% | | Morningstar Rating: |  | | Fund Inception Date: | 09-May-96 |
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David J. Marmon
Lead Manager since
01-May-08 | | | Marmon heads the Governments and Multi-Sector Team in New York, which includes global aggregate, global sovereign, international and core portfolios. Prior to his current role, he was responsible for managing FFTW?s Credit Team. Before joining FFTW, he was head of futures and options research at Yamaichi International (America). He was previously a financial analyst and strategist at the First Boston Corporation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return with the preservation of capital. The fund maintains investments in debt securities and their related instruments of issuers from at least three different countries other than the United States. At least 65% of assets are invested in debt securities and their related instruments from jurisdictions outside the U.S. Under normal circumstances, the fund invests more than 25% of assets in the Banking and Finance industry. The fund is nondiversified. |
| Last Dividend
(30-Oct-09):
| 0.01 | | Last Cap Gain
(29-Jul-05):
| 0.12 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 183.91% |
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| Expense | FFIFX | Category
Avg | | Total Expense Ratio: | 0.89%
| 1.12% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.36% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 284 | $540 | | 5 Yr Expense Projection*: |
$ 525 | $839 | | 10 Yr Expense Projection*: |
$ 1,304 | $1,698 |
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0.16% Nasdaq 0.00%
0.01 (0.12%) 
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