Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Spirit of America Municipal T/F Bd Ins (SOIMX)

8.26
-0.08
(-0.96%)
As of 8:07:13 AM EDT. Market Open.
Loading Chart for SOIMX
  • Previous Close 8.34
  • YTD Return 0.01%
  • Expense Ratio 0.77%
  • Category Muni National Interm
  • Last Cap Gain -35.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 29.17M
  • Beta (5Y Monthly) 0.95
  • Yield 2.93%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.06
  • Inception Date May 1, 2020

The fund normally invests at least 80% of its assets in municipal bonds that are exempt from federal income tax, including the alternative minimum tax. The advisor intends to invest a substantial portion of its assets in high yield municipal bonds and "private activity" bonds. It may also invest a portion of its total assets in municipal bonds that finance projects such as those relating to utilities, transportation, health care, housing and education, and a portion of its total assets in industrial development bonds.

Spirit of America

Fund Family

Muni National Interm

Fund Category

29.17M

Net Assets

2020-05-01

Inception Date

Performance Overview: SOIMX

View More

Trailing returns as of 4/8/2025. Category is Muni National Interm.

YTD Return

SOIMX
0.01%
Category
1.33%
 

1-Year Return

SOIMX
1.86%
Category
4.61%
 

3-Year Return

SOIMX
0.81%
Category
4.51%
 

5-Year Return

SOIMX
0.37%
Category
2.72%
 

Recent News: SOIMX

View More

Research Reports: SOIMX

View More

Top Mutual Funds