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    Spirit of America Real Estate Inc & Gr A (SOAAX)

    13.09 Up 0.32(2.51%) Dec 17
    Prev Close:12.77
    YTD Return*:28.57%
    Net Assets*:138.85M
    Yield*:0.84%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for SOAAX

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG6.3930.60
    DLR4.5345.72
    DFT3.9834.97
    KRC3.9440.24
    FRT3.8333.08

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:138.85M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.68%

    Performance & Risk

    YTD Return:28.57%
    5y Avg Return:17.05%
    Rank in Category (ytd):19
    % Rank in Category (ytd):6.93%
    Beta (3y):0.54
    Morningstar Risk Rating:4

    Fund Summary

    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. It intends to invest at least 80% of its total assets in equity REITs and the equity securities of real estate industry companies. The fund may also invest in mortgage-backed securities, investment-grade taxable municipal obligations, master limited partnerships ("MLPs") and short-term investments. View More
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