SOAVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Spirit of America Large Cap Value A (SOAVX) Ownership - Who owns Spirit of America Large Cap Value A?

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

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SOAVX

Net Assets

156M

Fund Existence

over 22 years

Turnover

5.00

Total Expense Ratio

1.53

Front Load

5.25%

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

1.53

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

Fund Share Class Net Assets

156M

Fund Type

OpenEnd

Index Fund

Management Fee

0.97

Modified Duration

N/A

No Load Fund

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

-16.763

Annual Yield % from dividends

4.42

Returns for 1 year

-5.57

Returns for 3 years

14.33

Returns for 5 years

84.74

Returns for 10 years

109.86

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General Information

Category LargeBlend

Profile

Fundamentals

Details