Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Spirit of America Large Cap Value Inst (SOIVX)

27.94
-1.81
(-6.08%)
At close: April 4 at 8:02:13 PM EDT
Loading Chart for SOIVX
  • Previous Close 29.75
  • YTD Return -6.16%
  • Expense Ratio 1.23%
  • Category Large Blend
  • Last Cap Gain 60.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 177.01M
  • Beta (5Y Monthly) 1.07
  • Yield 4.72%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 1.50
  • Inception Date Aug 1, 2002

The fund's advisor focuses on the large cap value segment of the U.S. equity market. It invests at least 80% of its total assets in large cap equity securities of companies in the value segment of the market. The advisor considers a company to be a large cap company if it has a market capitalization of $5 billion or greater at the time of purchase. To earn current income, the fund will invest in the equity securities of companies that have a proven history of paying consistent dividends. It may also invest in MLPs.

Spirit of America

Fund Family

Large Blend

Fund Category

177.01M

Net Assets

2002-08-01

Inception Date

Performance Overview: SOIVX

View More

Trailing returns as of 4/3/2025. Category is Large Blend.

YTD Return

SOIVX
6.16%
Category
5.31%
 

1-Year Return

SOIVX
7.47%
Category
20.31%
 

3-Year Return

SOIVX
10.60%
Category
6.48%
 

5-Year Return

SOIVX
19.59%
Category
11.78%
 

People Also Watch

Holdings: SOIVX

View More

Sector Weightings

SectorSOIVX
Technology   34.50%
Industrials   8.49%
Healthcare   8.46%
Energy   6.33%
Utilities   3.83%
Real Estate   2.12%

Recent News: SOIVX

View More

Research Reports: SOIVX

View More

Top Mutual Funds