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  •  Dow Down 1.45% Nasdaq Down 1.03%

    American Indep Stock A (IFCSX)

    6.57 Down 0.09(1.35%) Jan 30
    Prev Close:6.66
    YTD Return*:4.58%
    Net Assets*:42.17M
    Yield*:0.64%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for IFCSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    C4.710.28
    COF4.25-0.07
    BAC4.200.06
    PRU4.12-0.39
    CBI4.080.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:42.17M
    Category:Large Value
    Annual Report Expense Ratio (net):1.54%

    Performance & Risk

    YTD Return:4.58%
    5y Avg Return:11.76%
    Rank in Category (ytd):94
    % Rank in Category (ytd):7.29%
    Beta (3y):1.01
    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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