SOIVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Spirit of America Large Cap Value Inst (SOIVX) Ownership - Who owns Spirit of America Large Cap Value Inst?

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

SOIVX

Net Assets

177M

Fund Existence

about 5 years

Turnover

7.00

Total Expense Ratio

1.23

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.23

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

Fund Share Class Net Assets

22.8K

Fund Type

OpenEnd

Index Fund

Management Fee

0.97

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

168.00

Number of Net Holdings

169.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

42.92%

Gain YTD

-4.791

Annual Yield % from dividends

4.73

Returns for 1 year

8.10

Returns for 3 years

47.46

Returns for 5 years

104.96

Returns for 10 years

N/A

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General Information

Category LargeBlend

Profile

Fundamentals

Details