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    American Indep Stock A (IFCSX)

    14.04 Down 0.09(0.64%) Dec 16
    Prev Close:14.04
    YTD Return*:3.56%
    Net Assets*:97.62M
    Yield*:0.45%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IFCSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    C3.814.39
    UTX3.74-1.55
    PFE3.736.46
    JNJ3.6821.49
    MA3.525.49

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:97.62M
    Category:Large Value
    Annual Report Expense Ratio (net):1.48%

    Performance & Risk

    YTD Return:3.56%
    5y Avg Return:12.27%
    Rank in Category (ytd):97
    % Rank in Category (ytd):7.51%
    Beta (3y):1.03
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common and/or preferred stocks of U.S. companies. It invests at least 65% of its net assets in such stocks issued by companies with large market capitalizations (over $5 billion) at the time of purchase and up to 35% of its total assets in companies with small- to mid-sized market capitalizations. The fund invests up to 20% of its net assets in common and/or preferred stock of foreign companies, including ADRs, GDRs and EDRs. View More
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