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

12.91 Up 0.08(0.62%) Nov 21
Prev Close:12.83
YTD Return*:26.51%
Net Assets*:137.34M
Yield*:0.85%

* As of 31-Oct-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
SPG6.4130.09
DLR4.4842.83
DFT3.8028.85
KRC3.7938.12
FRT3.7735.82

Fund Basics

Morningstar Overall Rating:
Total Assets:137.34M
Category:Real Estate
Annual Report Expense Ratio (net):1.68%

Performance & Risk

YTD Return:26.51%
5y Avg Return:18.32%
Rank in Category (ytd):8
% Rank in Category (ytd):2.9%
Beta (3y):0.58
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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