SEKSX - American Indep Kansas Tax-Exempt Bond I

Nasdaq - Nasdaq Delayed Price. Currency in USD

American Indep Kansas Tax-Exempt Bond I

American Independence Funds Trust225 West 34th Street 9th FloorNew York, NY 10122
Management Information
Robert A. Campbell,Lead Manager since July 31, 2000
Robert A. Campbell, CFA, Vice President and Portfolio Manager, joined Carret Asset Management in September, 2016. Prior to joining Carret, Mr. Campbell was with American Independence Financial Services from March 2006 thru August 2016. Prior to AIFS, Mr. Campbell was a senior portfolio manager with Galliard Capital Management, Inc. since August 2000. Prior to his employment with Galliard, Mr. Campbell served as a municipal/fixed income portfolio manager with First Commerce Investors (1997-2000), U.S. Bank/First Bank (1996-1997) and Firstier Bank (1995-1996).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMuni Single State Interm
Fund FamilyAmerican Independence
Net Assets179.5M
YTD Return2.69%
Morningstar Rating★★★★
Inception DateDec 9, 1990

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover10.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSEKSXCategory Average
Annual Report Expense Ratio (net)0.48%0.87%
Prospectus Net Expense Ratio0.48%N/A
Prospectus Gross Expense Ratio0.60%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.17%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection180N/A
5 Yr Expense Projection323N/A
10 Yr Expense Projection739N/A