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  •  Dow Down 1.65% Nasdaq Down 1.89%

    Spirit of America Large Cap Value A (SOAVX)

    19.61 Down 0.25(1.26%) Jan 27
    Prev Close:19.86
    YTD Return*:12.68%
    Net Assets*:76.15M
    Yield*:0.72%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for SOAVX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL3.95-0.95
    DIS2.69-0.47
    HD2.33-1.47
    ACT.IR2.320.67
    MSFT2.310.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:76.15M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.68%

    Performance & Risk

    YTD Return:12.68%
    5y Avg Return:11.97%
    Rank in Category (ytd):35
    % Rank in Category (ytd):2.23%
    Beta (3y):0.94
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide capital appreciation with a secondary objective of current income. The fund 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 fund's managers consider 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, it will invest in the equity securities of companies that have a proven history of paying consistent dividends. The fund may also invest in MLPs. View More
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