American Independence KS Tax-Exempt Bd A
335 Madison Avenue Mezzanine New York NY 10118
Map
Phone: 888-266-8787
| Category: | Muni Single State Interm | | Fund Family: | American Independence | | Net Assets: | 960.00K | | Year-to-Date Return: | 1.21% | | Yield: | 3.63% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Aug-02 |
|
Robert A. Campbell
Lead Manager since
02-Mar-06 | | | Campbell is vice president and portfolio manager with American Independence Financial Services. He is also president of American Independence Financial Counselors, LLC. Prior to joining AIFS, Campbell was a senior portfolio manager with Galliard Capital Management, Inc. Prior to his employment with Galliard, Campbell served as a municipal fixed income portfolio manager with First Commerce Investors, U.S. Bank First Bank and Firstier Bank. Campbell holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks to preserve capital while producing current income exempt from federal and Kansas income taxes. The fund normally invests at least 80% in municipal bonds. It invests at least 80% of net assets in securities the income from which is not subject to the alternative minimum tax. The fund invests primarily in municipal bonds with maturities ranging from 1 to 20 years. It is the intent of the Adviser to maintain a dollar weighted average portfolio maturity between seven and 12 years. |
| Last Dividend
(31-Jul-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 23.99% |
|
| Expense | IKSTX | Category
Avg | | Total Expense Ratio: | 0.80%
| 1.04% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 4.25%
| 3.99% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$700 | $550 | | 5 Yr Expense Projection*: |
$942 | $794 | | 10 Yr Expense Projection*: |
$1,743 | $1,489 |
|
|
0.29% Nasdaq 
0.14%
Profile
