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American Indep NestEgg 2040 C (NEJVX)

On Feb 10: 7.83 USD  Up 0.08 (1.03%)  
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 AMERICAN INDEPENDENCE FDS TR Delayed quote dataEdit
Net Asset Value:7.83
Trade Time:Feb 10
Change:Up 0.08 (1.03%)
Prev Close:7.83
YTD Return*:21.05%
Net Assets*:30.00K
Yield*:1.03%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for NEJVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:30.00K
Category:Target Date 2036-2040
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:21.05%
5y Avg Return:-0.04%
Rank in Category (ytd):187
% Rank in Category (ytd):96.89%
Beta (3y):1.28
Morningstar Risk Rating:Low
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation and current income consistent with its current asset allocation. The fund tracks the overall performance of the Dow Jones Target 2040 index (2040 index), before operating expenses. At some time in the future, the fund may also seek to achieve its objective by investing in a set of underlying Master Portfolios each representing various asset classes and sectors which are representative of the sub-indexes which comprise the Dow Jones Target Date Indexes. It normally allocates at least 4% of assets to each of the major asset classes (stocks, bonds and cash).
Fund Profile


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