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 Dow Up 0.38% Nasdaq Up 0.80%

American Indep Stock A (IFCSX)

14.74 Down 0.06(0.41%) Jul 21
Prev Close:14.74
YTD Return*:4.91%
Net Assets*:135.78M
Yield*:0.45%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for IFCSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
OXY3.149.61
ProShares UltraPro Short S&P5002.878.97
AIG2.8313.19
DFS2.69-5.09
AFL2.652.44

Fund Basics

Morningstar Overall Rating:
Total Assets:135.78M
Category:Large Blend
Annual Report Expense Ratio (net):1.48%

Performance & Risk

YTD Return:4.91%
5y Avg Return:16.72%
Rank in Category (ytd):87
% Rank in Category (ytd):5.3%
Beta (3y):1.12
Morningstar Risk Rating:4

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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