American Indep US Infl-Idx A
The American Independence Trust
Map
Phone: 888-266-8787
| Category: | Inflation-Protected Bond | | Fund Family: | American Independence | | Net Assets: | 4.93M | | Year-to-Date Return: | 10.43% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Apr-07 |
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Cedric Scholtes
Lead Manager since
30-Apr-07 | | | Scholtes is a portfolio manager with FFTW. He joined the company in June 2006. Scholtes manages US and global inflation-linked portfolios and works with members of the Structured Securities and Short Duration Team on global short duration sovereign mandates. He joined the firm from the Treasury trading desk at Goldman Sachs, where his responsibilities included making markets in TIPS. Prior to Goldman Sachs, Cedric spent five years at the Bank of England. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks total return with capital preservation. The fund invests primarily in bonds that are dominated in US dollars and that have a coupon rate and/or principal amount linked to the inflation rate. The bonds must have more than one year to maturity. Under normal circumstances, the fund invests at least 80% of assets in inflation-indexed securities denominated in U.S. dollars and derivative instruments denominated in U.S. dollars whose returns are linked to the inflation rate. The fund is nondiversified. |
| Last Dividend
(28-Nov-08):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 224.95% |
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| Expense | FNIHX | Category
Avg | | Total Expense Ratio: | 0.57%
| 0.85% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.25%
| 4.09% | | Max Deferred Sales Load: | %
| 2.30% | | 3 Yr Expense Projection*: |
$ 274 | $411 | | 5 Yr Expense Projection*: |
$ 505 | $662 | | 10 Yr Expense Projection*: |
$ 1,167 | $1,341 |
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0.16% Nasdaq 0.00%
0.01 (0.09%) 
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