Nasdaq - Delayed Quote USD
Spirit of America Real Estate Inc&Gr C (SACRX)
8.44
-0.01
(-0.12%)
At close: May 23 at 8:02:12 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Pershing FundCenter
- JPMorgan
- (Junk)CommonWealth PPS
- Fidelity Institutional FundsNetwork
- Schwab Institutional Only
- Raymond James
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- DailyAccess Corporation FRIAG
- Scottrade TF
- TD Ameritrade Institutional
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- H Beck Inc.
- Securities America Inc.
- Vanguard TF
- DailyAccess Corporation Matrix
- LPL SWM
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (PPS/Advisory)
- Avantax
- Allowab (non-advisory)
Fund Summary
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.
Fund Overview
| Category | Real Estate |
| Fund Family | Spirit of America |
| Net Assets | 72.2M |
| YTD Return | -2.74% |
| Yield | 9.01% |
| Morningstar Rating | |
| Inception Date | May 01, 2020 |
Performance & Risk
| YTD Return | -3.43% |
| 5y Average Return | 5.34% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
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