Spirit Of America Fund Quote
| SOAAX Fund | USD 8.92 0.14 1.59% |
PerformanceWeak
| Odds Of DistressLow
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Spirit Of is trading at 8.92 as of the 18th of March 2025; that is 1.59% up since the beginning of the trading day. The fund's open price was 8.78. Spirit Of has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 18th 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
Spirit Mutual Fund Highlights
| Fund Concentration | Spirit of America Funds, Large Funds, Real Estate Funds, Real Estate, Spirit of America (View all Sectors) |
| Update Date | 31st of March 2025 |
Spirit Of America [SOAAX] is traded in USA and was established 18th 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 0.67% with the current yeild of 0.09%, while the total return for the last 3 years was -1.7%.
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
| HPP | Hudson Pacific Properties | Stock | Real Estate | |
| AIV | Apartment Investment and | Stock | Real Estate | |
| UDR | UDR Inc | Stock | Real Estate | |
| IIPR | Innovative Industrial Properties | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VICI | VICI Properties | Stock | Real Estate | |
| TRNO | Terreno Realty | Stock | Real Estate | |
| SUI | Sun Communities | Stock | Real Estate |
Spirit Of America Risk Profiles
| Mean Deviation | 0.8098 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 | |||
| Risk Adjusted Performance | (0.08) |
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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |