American Indep Intermediate Bd I
The American Independence Trust
Map
Phone: 888-266-8787
| Category: | Intermediate-Term Bond | | Fund Family: | American Independence | | Net Assets: | 32.32M | | Year-to-Date Return: | 8.28% | | Yield: | 3.81% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jan-97 |
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David J. Marmon
Lead Manager since
08-Aug-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: | $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 a competitive total return and current income. The fund, under normal market conditions, holds at least 65% in bonds rated, at the time of purchase, within the three highest long-term or two highest short-term rating categories. It mainly holds U.S. Treasury Obligations and Government Agency Securities, Corporate Debt, and Mortgage Backed Securities. The fund may invest more than 25% of total assets in the Banking and Finance industry. It normally invests at least 80% of the value of net assets, plus the amount of any borrowings for investment purposes, in bonds. |
| Last Dividend
(30-Oct-09):
| 0.03 | | Last Cap Gain
(29-Dec-05):
| 0.00 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 226.00% |
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| Expense | IIISX | Category
Avg | | Total Expense Ratio: | 0.60%
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 364 | $459 | | 5 Yr Expense Projection*: |
$ 689 | $711 | | 10 Yr Expense Projection*: |
$ 1,610 | $1,433 |
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0.34% Nasdaq 0.00%
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