American Indep Short Term Bd A
The American Independence Trust
Map
Phone: 888-266-8787
| Category: | Short-Term Bond | | Fund Family: | American Independence | | Net Assets: | 20.00K | | Year-to-Date Return: | 2.71% | | Yield: | 2.25% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-06 |
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Robert A. Campbell
Lead Manager since
02-Mar-06 | | | 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: | $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 |
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| The investment seeks high level of current income consistent with liquidity and safety of principal. The fund invests primarily in investment-grade bonds with maturities of 1-3 years. It normally invests at least 65% of assets in bonds that are rated within the three highest long-term or two highest short-term rating categories. Main types of securities it may hold are U.S. Treasury Obligations, U.S. Government Agency Securities, Corporate Debt Securities, and Mortgage-backed Securities. The fund 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):
| 0.02 | | Last Cap Gain
(12-Dec-08):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 106.40% |
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| Expense | ISTSX | Category
Avg | | Total Expense Ratio: | 0.70%
| 0.91% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 2.25%
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 562 | $404 | | 5 Yr Expense Projection*: |
$ 848 | $645 | | 10 Yr Expense Projection*: |
$ 1,665 | $1,329 |
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