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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 148 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all American Independence funds
Performance
The fund has returned -0.10 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.3% |
| 1 Year | -0.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation. The fund intends to invest at least 80% of its net assets, plus borrowings for investment purposes, in a universe of approximately eighteen (18) exchange-traded funds ("ETFs") in four major asset classes: Equity, Fixed Income, Alternatives and Commodities. Allocations within each asset class are based on proprietary business cycle quantitative models. In addition to investing primarily in ETFs, it may also invest in short-term money market securities, cash, money market mutual funds and Treasury Bills for temporary purposes.
Fees
Fees are Average compared to funds in the same category.
American Independence Dynamic Conservative Plus Fund has an expense ratio of 1.40 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
