American Independence Fincl Svcs Instl
335 Madison Avenue Mezzanine New York NY 10118
Map
Phone: 888-266-8787
| Category: | Specialty-Financial | | Fund Family: | American Independence | | Net Assets: | 1.76M | | Year-to-Date Return: | -3.50% | | Yield: | 0.56% | | 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: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 556.00% | | Average for Category:
| 165.81% |
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| Expense | ANEIX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.68% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$984 | $869 | | 5 Yr Expense Projection*: |
$N/A | $1,104 | | 10 Yr Expense Projection*: |
$N/A | $2,138 |
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