Nasdaq - Delayed Quote USD
Spirit of America Real Estate Inc&Gr Ins (SOIAX)
8.38
-0.01
(-0.12%)
At close: May 23 at 8:02:14 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
- Mid Atlantic Capital Corp
- RBC Wealth Management-Network Eligible
- Mid Atlantic Capital Group
- David Lerner Associates, Inc.
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
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 | -2.54% |
| Yield | 10.41% |
| Morningstar Rating | |
| Inception Date | May 01, 2020 |
Performance & Risk
| YTD Return | -3.12% |
| 5y Average Return | 6.38% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
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