American Independence Financial Svcs A
335 Madison Avenue Mezzanine Level New York NY 10118
Map
Phone: 888-266-8787
| Category: | Specialty-Financial | | Fund Family: | American Independence | | Net Assets: | 480.00K | | Year-to-Date Return: | -11.88% | | Yield: | 0.15% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Mar-07 |
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Eric D. Jacobs
Lead Manager since
15-Jan-07 | | | Jacobs, co-founded Miller & Jacobs Capital, LLC in February 2003, and has been managing an affiliated Delaware company (also called Miller & Jacobs Capital, LLC) since 1997 that serves as a portfolio manager for numerous funds managed or advised by its affiliates. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long term capital appreciation with a secondary objective of income. The fund invests at least 80% of net assets in equity securities of companies in financial services-related industries. |
| Last Dividend
(21-Dec-07):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 556.00% | | Average for Category:
| 178.91% |
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| Expense | ANEAX | Category
Avg | | Total Expense Ratio: | 1.75%
| 1.71% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$1,640 | $869 | | 5 Yr Expense Projection*: |
$2,544 | $1,107 | | 10 Yr Expense Projection*: |
$4,838 | $2,147 |
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2.30% Nasdaq 
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