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15 important things you should know about IIESX mutual fund

Updated: September 10, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

Before we start: if you’re looking for IIESX “stock” price, you can quickly find it out by visiting Finny and typing "IIESX quote". If you’re looking for a quick scoop on IIESX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IIESX". You’ll get all this info in one place.

Are you looking to buy or sell IIESX? Or perhaps you’re looking for IIESX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IIESX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IIESX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IIESX buy or sell; the pros and cons of investing in IIESX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IIESX.

And here is the list of questions we’ll answer:

  1. Describe American Independence Funds Trust: AI International Fund; Class A Shares (IIESX).
  2. What are IIESX holdings?
  3. What is IIESX performance? What are IIESX historical returns?
  4. How many up and down years did IIESX have historically?
  5. What is IIESX dividend yield?
  6. What is IIESX minimum initial investment amount?
  7. What is IIESX expense ratio?
  8. Does IIESX have any sales loads or 12b-1 distribution expenses?
  9. What is IIESX tax efficiency (tax-cost ratio)?
  10. What is IIESX beta? How would you assess IIESX risk?
  11. What is IIESX Sharpe ratio?
  12. What is IIESX Finny Score? IIESX buy or sell?
  13. What are the pros of investing in IIESX? What are IIESX buy reasons?
  14. What are the cons of investing in IIESX? What are IIESX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Independence Funds Trust: AI International Fund; Class A Shares (IIESX).

2. What are IIESX top holdings?

IIESX has 265 stock holdings and 0 bond holdings.

3. What is IIESX performance? What are IIESX historical returns?

IIESX has generated the following returns:

4. How many up and down years did IIESX have historically?

In the last 10 years, IIESX had 5 up years and 4 down years.

5. What is IIESX dividend yield?

IIESX yield is %.

6. What is IIESX minimum initial investment amount?

IIESX minimum initial investment amount is $5.00K.

7. What is IIESX expense ratio?

IIESX expense ratio is %. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does IIESX have any sales loads or 12b-1 distribution expenses?

IIESX 12b-1 distribution fee is 0. IIESX front-end sales load is 0. IIESX back-end sales load is 0.

9. What is IIESX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.

10. What is IIESX beta? How would you assess IIESX risk?

11. What is IIESX Sharpe ratio?

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

13. What are the pros of investing in IIESX? What are IIESX buy reasons?

The following are IIESX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in IIESX? What are IIESX negatives?

The following are IIESX weaknesses from our perspective:

  • IIESX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the IIESX review, we covered IIESX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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