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SOIUX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Spirit of America Utilts Inst (SOIUX) Ownership - Who owns Spirit of America Utilts Inst?

The investment seeks to provide investors current income and capital appreciation... Show more

Category: #Utilities

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SOIUX

Net Assets

34.3M

Fund Existence

over 2 years

Turnover

N/A

Total Expense Ratio

1.29

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Utilities

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.68

Assets in Top Ten Holdings

7.28M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

12.7K

Fund Type

OpenEnd

Index Fund

Management Fee

0.97

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

49.00

Number of Net Holdings

50.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

40.53%

Gain YTD

7.277

Annual Yield % from dividends

8.17

Returns for 1 year

17.72

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category Utilities

Profile

Fundamentals

Details