Spirit Of America Fund Quote

SOAAX Fund  USD 9.23  0.03  0.33%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Spirit Of is trading at 9.23 as of the 4th of March 2025; that is 0.33% up since the beginning of the trading day. The fund's open price was 9.2. Spirit Of has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 4th of March 2025. Click here to learn more.
The fund invests primarily in real estate investment trusts 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 percent of its total assets in equity REITs and the equity securities of real estate industry companies. More on Spirit Of America

Moving together with Spirit Mutual Fund

  0.68O Realty IncomePairCorr
  0.62HR Healthcare Realty TrustPairCorr

Moving against Spirit Mutual Fund

  0.47RC Ready Capital CorpPairCorr
  0.4UK Ucommune InternationalPairCorr
  0.33LB LandBridge CompanyPairCorr

Spirit Mutual Fund Highlights

Fund ConcentrationSpirit of America Funds, Large Funds, Real Estate Funds, Real Estate, Spirit of America (View all Sectors)
Update Date31st of March 2025
Spirit Of America [SOAAX] is traded in USA and was established 4th of March 2025. Spirit Of is listed under Spirit of America category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Spirit of America family. This fund at this time has accumulated 92.49 M in assets with no minimum investment requirementsSpirit Of America is currently producing year-to-date (YTD) return of 3.14% with the current yeild of 0.1%, while the total return for the last 3 years was -0.21%.
Check Spirit Of Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Spirit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Spirit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Spirit Of America Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Spirit Of America Mutual Fund Constituents

HPPHudson Pacific PropertiesStockReal Estate
AIVApartment Investment andStockReal Estate
UDRUDR IncStockReal Estate
IIPRInnovative Industrial PropertiesStockReal Estate
WELLWelltowerStockReal Estate
VICIVICI PropertiesStockReal Estate
TRNOTerreno RealtyStockReal Estate
SUISun CommunitiesStockReal Estate
More Details

Spirit Of America Risk Profiles

Spirit Of Against Markets

Other Information on Investing in Spirit Mutual Fund

Spirit Of financial ratios help investors to determine whether Spirit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Spirit with respect to the benefits of owning Spirit Of security.
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Fundamental Analysis
View fundamental data based on most recent published financial statements
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments