American Independence KS Tax-Exempt Bd I
335 Madison Avenue Mezzanine New York NY 10118
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Phone: 888-266-8787
| Category: | Muni Single State Interm | | Fund Family: | American Independence | | Net Assets: | 203.73M | | Year-to-Date Return: | -0.41% | | Yield: | 4.09% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-90 |
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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: | $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 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
(30-Sep-08):
| 0.03 | | Last Cap Gain
(21-Dec-98):
| 0.05 | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 23.95% |
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| Expense | SEKSX | Category
Avg | | Total Expense Ratio: | 0.40%
| 1.03% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 3.97% | | Max Deferred Sales Load: | 0.00%
| 2.59% | | 3 Yr Expense Projection*: |
$128 | $546 | | 5 Yr Expense Projection*: |
$293 | $790 | | 10 Yr Expense Projection*: |
$772 | $1,484 |
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11.08% Nasdaq 0.00%
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