Mutual Fund Insights: American Indep KS Tax-Exempt Bd I Fund (SEKSX)

In-depth Analysis of American Indep KS Tax-Exempt Bd I Fund (SEKSX)

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See American Indep KS Tax-Exempt Bd I Fund (SEKSX) performance details as of January 31, 2010

  

Last Trade: $10.83 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Robert A. Campbell

Fund Manager Tenure: 9.6 years
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)

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.  Get more insights on Robert A. Campbell

  

 What we like about American Indep KS Tax-Exempt Bd I Fund (SEKSX)

Data for American Indep KS Tax-Exempt Bd I Fund (SEKSX) as of January 31, 2010

• American Indep KS Tax-Exempt Bd I Fund (SEKSX) management has been with American Indep KS Tax-Exempt Bd I Fund for 9.6 years
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) has good mid-term performance (3-year return 4.46% vs 3.77% Muni Single State Interm category average)
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) has good Long-term performance (5-year return 3.75% vs 3.23% Muni Single State Interm category average)
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) ratio of up-years vs down years is greater than 2
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) has a Morningstar rating of 4 and above
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) has an annual stock turnover rate of 13.54% vs Muni Single State Interm average of 25.43%. It is good that American Indep KS Tax-Exempt Bd I management does not trade extensively for its return.
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.87, lower than category average of 5.57
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) has a lower management fee than its Muni Single State Interm average: 0.40% vs 0.92%
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) 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 KS Tax-Exempt Bd I Fund (SEKSX)

Data for American Indep KS Tax-Exempt Bd I Fund (SEKSX) as of January 31, 2010

• American Indep KS Tax-Exempt Bd I Fund (SEKSX) has a less-than-ideal short-term performance (1-year return 4.97% vs 7.50% Muni Single State Interm category average)
• American Indep KS Tax-Exempt Bd I Fund (SEKSX) is less safe compared to its Muni Single State Interm peers

See American Indep KS Tax-Exempt Bd I Fund (SEKSX) performance details as of January 31, 2010

  

  

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American Indep KS Tax-Exempt Bd I Fund (SEKSX) Net Asset

Track net asset change of American Indep KS Tax-Exempt Bd I fund (SEKSX)

Date	Net Asset
01/2010	$238.93M
11/2009	$232.56M
10/2009	$228.06M

More historic net asset information on American Indep KS Tax-Exempt Bd I Fund (SEKSX)

  

American Indep KS Tax-Exempt Bd I Fund (SEKSX) Portfolio Allocation

Track portfolio allocation change of American Indep KS Tax-Exempt Bd I fund (SEKSX)

Date	Cash	Stock	Bond	Other
09/2009	6.16%	0%	93.84%	0%
05/2009	1.32%	0%	98.68%	0%
01/2009	3.05%	0%	96.95%	0%

Click here to see more historic asset allocation information on American Indep KS Tax-Exempt Bd I Fund (SEKSX)

  

Most Recent Top 10 Holdings in American Indep KS Tax-Exempt Bd I Fund (SEKSX)

Discover what American Indep KS Tax-Exempt Bd I Fund (SEKSX) manager is buying

30-Sep-09 Federated Tax-Free Obligations Instl [3.64%] Marshall Tax-Free Money Market Instl [2.16%] Kansas St Dept Transn Hwy Rev Highway 5% [1.49%] Kansas St Dev Fin Auth 5% [1.28%] Leavenworth Cnty Kans Uni Sch Go Bds 5% [1.22%] Kansas St Dev Fin Auth 5% [1.12%] Wichita Kans Go Sales 5% [1.12%] Wichita Kans Wtr & Swr Util Re Rev 5.25% [1.09%] Wyandotte Cnty/Kans City Kans Hsg 4.75% [1.08%] Crawford Cnty Kans Pub Bldg Co Re 5.375% [1.06%]

31-May-09 Kansas St Dev Fin Auth 5% [1.45%] Leavenworth Cnty Kans Uni Sch Go Bds 5% [1.38%] Kansas St Dept Transn Hwy 5% [1.38%] Wichita Kans Go Sales 5% [1.28%] Kansas St Dev Fin Auth 5% [1.24%] Wyandotte Cnty/Kans City Kans Hsg 4.75% [1.24%] Geary Cnty Kans Uni Sch Dist 5.25% [1.18%] Coffeyville Kans Cmnty College Ref 5.05% [1.11%] Kansas St Dev Fin Auth 5% [1.08%] Wichita Kans Wtr & Swr Util Re Rev 5.25% [1.06%]

31-Jan-09 Kansas St Dev Fin Auth [1.49%] Kansas St Dev Fin Auth 5% [1.37%] Leavenworth Cnty Kans Uni Sch Go Bds 5% [1.33%] Kansas St Dept Transn Hwy 5% [1.27%] WICHITA KANS GO SALES [1.23%] Kansas St Dept Transn Hwy Rev Highway R [1.22%] Wyandotte Cnty/Kans City Kans Hsg 4.75% [1.17%] Geary Cnty Kans Uni Sch Dist 5.25% [1.14%] KANSAS ST DEV FIN AUTH REV ATHLETIC [1.12%] Coffeyville Kans Cmnty College Ref 5.05% [1.07%]

Click here for Stock Holding Change Map in American Indep KS Tax-Exempt Bd I Fund (SEKSX)

  

Related books and products to American Indep KS Tax-Exempt Bd I Fund (SEKSX)

  

Latest News on American Indep KS Tax-Exempt Bd I (SEKSX)

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Books and Resources

 

 

See more information on American Indep KS Tax-Exempt Bd I Fund (SEKSX)

• American Indep KS Tax-Exempt Bd I Fund Insights
• American Indep KS Tax-Exempt Bd I Fund Performance Data
• American Indep KS Tax-Exempt Bd I Fund News
• American Indep KS Tax-Exempt Bd I Fund Score Explaination
• American Indep KS Tax-Exempt Bd I Fund Manager Information
• Historic American Indep KS Tax-Exempt Bd I Fund Asset Allocation Report
• Historic American Indep KS Tax-Exempt Bd I Fund Top 10 Holding Tracking
• Historic American Indep KS Tax-Exempt Bd I Fund Asset Under Management Tracking