American Performance Intermediate T/F I
American Performance Funds 3435 Stelzer Road Columbus, OH 43219
Map
Phone: 800-762-7085
| Category: | Muni National Interm | | Fund Family: | American Performance | | Net Assets: | 13.59M | | Year-to-Date Return: | 1.20% | | Yield: | 3.65% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Dec-05 |
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J. Brian Henderson
Lead Manager since
01-Jan-02 | | | Henderson joined Bank of Oklahoma as a government securities trader in 1991, and became a portfolio manager in 1993. In June 2002, he was promoted to his current position as Senior Vice President - Director of Trust Investments for Bank of Oklahoma and Director and President of BOk Investment Advisors, Inc. He currently manages the taxable and tax free bond funds for the American Performance funds. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income, consistent with the preservation of capital, that is exempt from federal income tax. The fund normally invests 80% of assets in municipal securities, the income from which is exempt from federal income tax. It at least 65% of its assets in municipal bonds and debentures that are rated within the three highest ratings categories assigned by a nationally recognized statistical ratings organization, or of comparable quality, at the time of purchase. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 15.00% | | Average for Category:
| 40.77% |
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| Expense | AITEX | Category
Avg | | Total Expense Ratio: | 0.54%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 3.52% | | Max Deferred Sales Load: | 0.00%
| 2.42% | | 3 Yr Expense Projection*: |
$372 | $464 | | 5 Yr Expense Projection*: |
$662 | $700 | | 10 Yr Expense Projection*: |
$1,489 | $1,370 |
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2.51% Nasdaq 0.00%
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