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SOIAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 23 closing price
Price
$9.07
Change
+$0.03 (+0.33%)
Net Assets
73.39M

SOIAX Spirit of America Real Estate Inc&Gr Ins Forecast, Technical & Fundamental Analysis

Category RealEstate
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD).

Industry description

The investment seeks to provide current income and growth of capital. The fund invests primarily in real estate investment trusts ("REITs") with successful track records. REITs are pooled investment vehicles which invest primarily in income-producing real estate or real estate-related loans or interests. The advisor intends to invest at least 80% of its total assets in equity REITs and the equity securities of real estate industry companies. It may also invest in mortgage-backed securities, investment-grade taxable municipal obligations, master limited partnerships ("MLPs") and short-term investments.

Market Cap

The average market capitalization across the Spirit of America Real Estate Inc&Gr Ins MF is 46.34B. The market cap for tickers in the group ranges from 6.41B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is TRNO at 6.41B.

Volume

The average weekly volume growth across all stocks in the Spirit of America Real Estate Inc&Gr Ins MF was 8%. For the same stocks of the MF, the average monthly volume growth was 60% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 86
P/E Growth Rating: 47
Price Growth Rating: 52
SMR Rating: 66
Profit Risk Rating: 40
Seasonality Score: 16 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
Spirit of America Investment Fund Inc477 Jericho TurnpikeSyosset
Phone
N/A
Web
N/A
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SOIAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SOIAX has been closely correlated with CSEIX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if SOIAX jumps, then CSEIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOIAX
1D Price
Change %
SOIAX100%
+0.33%
CSEIX - SOIAX
98%
Closely correlated
+0.25%
CIRRX - SOIAX
98%
Closely correlated
+0.29%
DFREX - SOIAX
92%
Closely correlated
+0.30%
VRTPX - SOIAX
92%
Closely correlated
+0.38%
VGSNX - SOIAX
92%
Closely correlated
+0.41%
More