AMERICAN INDEPENDENCE FUNDS TRUST AMENDMENT #01 DATED [ ], 2015 TO THE EXPENSE LIMITATION AGREEMENT DATED MARCH 1, 2015
AMERICAN INDEPENDENCE FUNDS TRUST
AMENDMENT #01 DATED [ ], 2015
TO THE
EXPENSE LIMITATION AGREEMENT
DATED MARCH 1, 2015
WHEREAS, American Independence Financial Services, LLC (the “Investment Adviser”) and American Independence Funds Trust (the “Trust”), a Delaware business trust, on behalf of each of the funds listed on Exhibit A (each, a “Fund”) entered into an Expense Limitation Agreement dated March 1, 2015 (the “Agreement”); and
WHEREAS, the Investment Adviser and the Trust wish to amend the Agreement to update Exhibit A to include the Large Cap Growth Fund.
NOW, THEREFORE, the parties hereto agree to the amended Exhibit A as attached.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be duly executed as of the amendment date noted above.
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By: |
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Name: |
Xxxx X. Xxxxx |
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Title |
President |
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AMERICAN INDEPENDENCE FINANCIAL SERVICES, LLC |
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By: |
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Name: |
Xxxx X. Xxxxxxx |
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Title |
Managing Partner |
1
EXHIBIT
A
TO THE EXPENSE LIMITATION AGREEMENT
DATED MARCH 1, 2015, AS AMENDED [ ], 2015
BETWEEN
AMERICAN INDEPENDENCE FUNDS TRUST
AND
AMERICAN INDEPENDENCE FINANCIAL SERVICES, LLC
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Fund |
Expense Limitation |
Expiration |
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Stock Fund |
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March 1, 2016 |
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Class A |
1.54% |
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Class C |
2.16% |
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Institutional Class |
1.16% |
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JAForlines Risk-Managed Allocation Fund |
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March 1, 2016 |
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Class A |
1.33% |
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Class C |
1.95% |
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Institutional Class |
0.95% |
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Xxxx Xxxxxxxxx Short-Term Enhanced Bond Fund |
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March 1, 2016 |
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Class A |
0.70% |
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Institutional Class |
0.45% |
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Xxxx Xxxxxxxxx Core Plus Fund |
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March 1, 2016 |
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Class A |
0.80% |
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Institutional Class |
0.45% |
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Kansas Tax-Exempt Bond Fund |
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March 1, 2016 |
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Class A |
0.87% |
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Class C |
1.48% |
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Institutional Class |
0.48% |
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International Alpha Strategies Fund |
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March 1, 2016 |
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Class A |
1.45% |
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Institutional Class |
0.95% |
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U.S. Inflation-Indexed Fund |
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March 1, 2016 |
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Class A |
0.77% |
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Class C |
1.32% |
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Premier Class |
0.47% |
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Institutional Class |
0.32% |
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Emerging Markets Fund |
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Class A |
1.70% |
TBD |
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Class C |
2.20% |
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Institutional Class |
1.10% |
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Large Cap Growth Fund |
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Class A |
1.09% |
TBD |
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Class C |
1.47% |
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Institutional Class |
2.09% |
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2
