2 / 5 Stars
2 2 3 1 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#333 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.46 percent over the past year, 11.17 percent over the past three years, 17.82 percent over the past five years, and 8.93 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in common and/or preferred stocks of U.S. companies. It invests at least 65% of its net assets in such stocks issued by companies with large market capitalizations (over $5 billion) at the time of purchase and up to 35% of its total assets in companies with small- to mid-sized market capitalizations. The fund invests up to 20% of its net assets in common and/or preferred stock of foreign companies, including ADRs, GDRs and EDRs.
Fees are Above Average compared to funds in the same category.
American Independence Stock Fund has an expense ratio of 1.48 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.