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SACVX
Mutual Fund ticker: NASDAQ
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Spirit of America Large Cap Value C (SACVX) Ownership - Who owns Spirit of America Large Cap Value C?

The investment seeks to provide capital appreciation with a secondary objective of current income... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Spirit of America Investment Fund Inc477 Jericho TurnpikeSyosset
Phone
N/A
Web
N/A

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
2.23
Min. Initial Investment
500.00
Fund Existence
about 9 years
Turnover
5.00
Front Load
N/A
Net Assets
178979860.00
Manager Tenure
N/A

Fundamentals

SACVX
Net Assets
179M
Fund Existence
about 9 years
Turnover
5.00
Total Expense Ratio
2.23
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
500
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.23
Assets in Top Ten Holdings
69.1M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
323K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.97
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
166.00
Number of Net Holdings
166.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
44.55%
Gain YTD
-5.092
Annual Yield % from dividends
3.73
Returns for 1 year
6.44
Returns for 3 years
25.08
Returns for 5 years
127.95
Returns for 10 years
N/A
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Spirit of America Investment Fund Inc477 Jericho TurnpikeSyosset
Phone
N/A
Web
N/A