Nasdaq - Delayed Quote USD
Spirit of America Large Cap Value Inst (SOIVX)
27.47
-0.47
(-1.68%)
At close: 8:02:14 PM EDT
Investment Information
- Min Initial Investment
- 500
- Min Initial Investment, IRA
- 5
- Min Initial Investment, AIP
- 5
- Min Subsequent Investment
- 500
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Commonwealth Universe
- Mid Atlantic Capital Group
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Large Blend |
| Fund Family | Spirit of America |
| Net Assets | 177.01M |
| YTD Return | -6.16% |
| Yield | 4.72% |
| Morningstar Rating | |
| Inception Date | Mar 15, 2016 |
Performance & Risk
| YTD Return | -15.28% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
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