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Spirit of America Real Estate Inc & Gr A

SOAAX
12.06
+0.04
+0.33%
5/27/2016
5 Years
  • Previous Close

    12.02

  • Net Assets

    111.11M

  • Yield

    0.55%

  • Front load

    5.25

  • Expenses

    1.57%

  • Category

    Real Estate

  • Morningstar Risk

    Above Average

  • Morningstar Rating
Profile

Name of Issuer

Spirit of America

Fund Style

Open

Fund Manager

William Mason

Investment Style

Medium Growth

The investment seeks to provide current income and growth of capital. 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.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA 500
Initial Purchase: AIP 500

Inception

1/9/1998

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