Carret Kansas Tax - Exempt Bond Fund Institutional Class
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Fund Information
Fund Type
Category
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Prospectus Objective
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Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
American Independence
Manager/Tenure
(Years)
(Years)
Jason R. Graybill (8), Neil D. Klein (8)
Address
American Independence
New York NY - 10122
New York NY - 10122
Country
United States
Phone Number
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Investment Strategy
The investment seeks to preserve capital while producing current income that is exempt from both federal and Kansas state income taxes. The fund seeks to preserve capital while producing current income for the investor that is exempt from both federal and Kansas state income taxes by investing in bonds issued by Kansas municipalities. It will invest in municipal bonds with maturities ranging up to 20 years and which are rated, at time of purchase, investment grade. The fund is non-diversified.