7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

15 important things you should know about IMSSX 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 IMSSX “stock” price, you can quickly find it out by visiting Finny and typing "IMSSX quote". If you’re looking for a quick scoop on IMSSX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IMSSX". You’ll get all this info in one place.

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

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

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

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

2. What are IMSSX top holdings?

IMSSX has 265 stock holdings and 0 bond holdings.

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

IMSSX has generated the following returns:

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

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

5. What is IMSSX dividend yield?

IMSSX yield is %.

6. What is IMSSX minimum initial investment amount?

IMSSX minimum initial investment amount is $3.00M.

7. What is IMSSX expense ratio?

IMSSX 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 IMSSX have any sales loads or 12b-1 distribution expenses?

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

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

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

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

11. What is IMSSX 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 IMSSX? What are IMSSX buy reasons?

The following are IMSSX 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 IMSSX? What are IMSSX negatives?

The following are IMSSX weaknesses from our perspective:

  • IMSSX net assets are $0.00 million. This fund is not a popular choice with retail investors.
In the IMSSX review, we covered IMSSX 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.
Follow Us