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American Independence Carret Core Plus Fund

IBFSX:US
NASDAQ GM
10.89
USD
0.01
0.09%
As of 9:29 AM EDT 4/21/2017
Fund Type
Open-End Fund
52Wk Range
10.75 - 11.21
1 Yr Return
1.90%
YTD Return
1.38%
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Previous Close
10.88
52Wk Range
10.75 - 11.21
1 Yr Return
1.83%
YTD Return
1.38%
Fund Type
Open-End Fund
Objective
Aggregate Bond Intermediate
Asset Class Focus
Fixed Income
Geographic Focus
U.S.
NAV (on 04/21/2017)
10.89
Total Assets (m USD) (on 04/21/2017)
49.549
Inception Date
06/27/2006
Last Dividend (on 04/21/2017)
0.0021797
Dividend Indicated Gross Yield
2.30%
Fund Managers
JAMES R SHIRAK / BRIAN L GEVRY
Front Load Fee
4.25%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.35%
Current Mgmt Fee
0.40%
Expense Ratio
0.80%

Top Fund Holdings

Name Position Value % of Fund
2.60 k 2.10 m 4.17
2.90 k 2.10 m 4.16
3.13 k 1.87 m 3.71
2.70 k 1.53 m 3.02
1.78 k 1.43 m 2.83
1.25 m 1.25 m 2.48
1.70 k 1.22 m 2.41
785.00 908.67 k 1.80
850.00 894.99 k 1.77
825.00 876.66 k 1.74
Profile
American Independence Carret Core Plus Fund is an open-end fund incorporated in the USA. The Fund seeks a competitive total return. The Fund invests in bonds such as U.S. government securities, corporate bonds and asset-backed securities. At least 65% of assets will be invested in bonds rated "A" or better at the time of purchase. It tracks a Bloomberg Barclays Index.
Address
American Independence Financial LLC
230 Park Avenue
Suite 534
New York, NY 10169
Phone
1-888-266-8787