American Indep Intl Equity A
American Independence Funds 3435 Stelzer Road Columbus, OH 43219
Map
Phone: 888-266-8787
| Category: | Foreign Large Value | | Fund Family: | American Independence | | Net Assets: | 50.00K | | Year-to-Date Return: | 21.01% | | Yield: | 1.57% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-06 |
|
John J. Holmgren Jr.
Lead Manager since
05-Aug-08 | | | Registered Representative, Ascher Decision 1983 ? 1986 Marketing Representative, Decision Services 1986 ? 1988 President, DSC Data Services 1988 ? 1997 COO & PM, DSI International 1997 ? present |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
|
| |
| 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):
| 0.17 | | Last Cap Gain
(21-Dec-07):
| 0.94 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 52.73% |
|
| Expense | IIESX | Category
Avg | | Total Expense Ratio: | 1.59%
| 1.37% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.36% | | Max Deferred Sales Load: | %
| 2.56% | | 3 Yr Expense Projection*: |
$ 1,054 | $690 | | 5 Yr Expense Projection*: |
$ 1,403 | $975 | | 10 Yr Expense Projection*: |
$ 2,384 | $1,954 |
|
|
0.16% Nasdaq 0.00%
Profile
