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Mutual Fund Insights: American Indep US Infl-Idx I Fund (FFIHX)

In-depth Analysis of American Indep US Infl-Idx I Fund (FFIHX)

Mutual fund chart: American Indep US Infl-Idx I Fund (FFIHX)

3 months
6 months
1 year
3 year
5 year

See American Indep US Infl-Idx I Fund (FFIHX) performance details as of February 28, 2010

Last Trade: $10.83 on 3/19/2010, Change: -0.01 (-0.09%)

Fund Manager - Cedric Scholtes

Fund Manager Tenure: 2.9 years
Fundmojo Fund Grade: A (Score: 0.75) (What does this score mean?)

Scholtes is a portfolio manager with FFTW. He joined the company in June 2006. Scholtes manages US and global inflation-linked portfolios and works with members of the Structured Securities and Short Duration Team on global short duration sovereign mandates. He joined the firm from the Treasury trading desk at Goldman Sachs, where his responsibilities included making markets in TIPS. Prior to Goldman Sachs, Cedric spent five years at the Bank of England. Get more insights on Cedric Scholtes

What we like about American Indep US Infl-Idx I Fund (FFIHX)

Data for American Indep US Infl-Idx I Fund (FFIHX) as of February 28, 2010

American Indep US Infl-Idx I Fund (FFIHX) has good mid-term performance (3-year return 6.47% vs 4.76 % Inflation-Protected Bond category average)
American Indep US Infl-Idx I Fund (FFIHX) has good Long-term performance (5-year return 5.22% vs 3.90 % Inflation-Protected Bond category average)
American Indep US Infl-Idx I Fund (FFIHX) ratio of up-years vs down years is greater than 2
American Indep US Infl-Idx I Fund (FFIHX) has a Morningstar rating of 4 and above
American Indep US Infl-Idx I Fund (FFIHX) has an annual stock turnover rate of 189.08% vs Inflation-Protected Bond average of 212.89%. It is good that American Indep US Infl-Idx I management does not trade extensively for its return.
American Indep US Infl-Idx I Fund (FFIHX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.92, lower than category average of 9.16
American Indep US Infl-Idx I Fund (FFIHX) has a lower management fee than its Inflation-Protected Bond average: 0.32% vs 0.83%
American Indep US Infl-Idx I Fund (FFIHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about American Indep US Infl-Idx I Fund (FFIHX)

Data for American Indep US Infl-Idx I Fund (FFIHX) as of February 28, 2010

American Indep US Infl-Idx I Fund (FFIHX) management has been with American Indep US Infl-Idx I Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
American Indep US Infl-Idx I Fund is a focused fund with 88.94% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
American Indep US Infl-Idx I Fund (FFIHX) has a less-than-ideal short-term performance (1-year return 13.20% vs 13.39 % Inflation-Protected Bond category average)

See American Indep US Infl-Idx I Fund (FFIHX) performance details as of February 28, 2010

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American Indep US Infl-Idx I Fund (FFIHX) Net Asset

Track net asset change of American Indep US Infl-Idx I fund (FFIHX)

Date	Net Asset
02/2010	$108.46M
01/2010	$104.75M
11/2009	$104.18M

More historic net asset information on American Indep US Infl-Idx I Fund (FFIHX)

American Indep US Infl-Idx I Fund (FFIHX) Portfolio Allocation

Track portfolio allocation change of American Indep US Infl-Idx I fund (FFIHX)

Date	Cash	Stock	Bond	Other
01/2010	9.98%	0%	90.02%	0%
09/2009	2.52%	0%	97.49%	0%
05/2009	5.72%	0%	101.62%	0%

Click here to see more historic asset allocation information on American Indep US Infl-Idx I Fund (FFIHX)

Most Recent Top 10 Holdings in American Indep US Infl-Idx I Fund (FFIHX)

Discover what American Indep US Infl-Idx I Fund (FFIHX) manager is buying

31-Jan-10

US Treasury Note 2.5% [16.77%]
US Treasury Note 1.875% [15.18%]
US Treasury Bond 3.625% [14.46%]
US Treasury Note 2.625% [13.22%]
US Treasury Bond 2.375% [11.71%]
US Treasury Bond 3.875% [4.58%]
US Treasury Bond 2.5% [3.81%]
US Treasury Note 2% [3.62%]
United States Treas Nts 1.875% [3.06%]
United States Treas Bds 2.375% [2.53%]

30-Sep-09

US Treasury Note 1.875% [22.36%]
US Treasury Note 2% [16.44%]
US Treasury Bond 2.375% [13.95%]
US TREASURY NOTE [13.69%]
US Treasury Bond 2.5% [10.82%]
US Treasury Bond 2% [9.2%]
US Treasury Note 2.5% [6.49%]
US Treasury Bond 3.625% [5.36%]
US Treasury Note (Fut) [5.08%]
US Treasury Bond 3.875% [2.48%]

31-May-09

US TREASURY NOTE [19.34%]
US Treasury Note 1.875% [13.16%]
US Treasury Bond 3.875% [11.97%]
US Treasury Bond 2.375% [11.49%]
US Treasury Note 2% [11.39%]
US Treasury Bond 2% [9.26%]
US Treasury Note (Fut) [8.17%]
US Treasury Bond 3.625% [7.79%]
Us Long Bond (Fut) [6.85%]
US Treasury Note 2.5% [6.19%]

Click here for Stock Holding Change Map in American Indep US Infl-Idx I Fund (FFIHX)

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Latest News on American Indep US Infl-Idx I (FFIHX)

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Books and Resources

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.