IKSTX Mutual Fund

IKSTX Mutual Fund (Carret Kansas Tax-Exempt Bond Fund Class A) is managed by American Independence Funds with $691,415.26 in net assets. IKSTX expense ratio is 0.80%, holding 172 positions across sectors including Financials, Industrials, Utilities. Inception date: 2002-08-06.

IKSTX performance shows a YTD return of -4.29%. The 1-year return is -3.09% and the 5-year return is -0.27%. IKSTX dividend yield stands at 2.07%, paid monthly.

IKSTX top holdings include Johnson County Unified School District No 229 Blue Valley 5 2038-10-01 (1.6%), Allen County Unified School District No 257 3 52475 2043-09-01 (1.5%), State Of Kansas Department Of Transportation 5 48092 2031-09-01 (1.5%), Kansas St Dept Transn Hwy Rev Hwy Rev Bds 2017 A 5 2034-09-01 (1.5%), Kansas Development Finance Authority 5 51987 2042-05-01 (1.2%). Go to all IKSTX holdings, IKSTX sectors, or IKSTX dividends.

IKSTX can be compared against other funds. Use IKSTX overlap to find shared positions, or IKSTX vs another fund for a side-by-side view. IKSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.