Spirit Of America Fund Filter Stocks by Fundamentals
SOAIX Fund | USD 10.29 0.06 0.58% |
Spirit Of America fundamentals help investors to digest information that contributes to Spirit Of's financial success or failures. It also enables traders to predict the movement of Spirit Mutual Fund. The fundamental analysis module provides a way to measure Spirit Of's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Spirit Of mutual fund.
Spirit |
Did you try this?
Run Alpha Finder Now
Alpha FinderUse alpha and beta coefficients to find investment opportunities after accounting for the risk |
All Next | Launch Module |
Fund Asset Allocation for Spirit Of
The fund invests 16.55% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (63.36%) and various exotic instruments.Asset allocation divides Spirit Of's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Spirit Fundamentals
Price To Earning | 22.30 X | ||||
Price To Book | 1.51 X | ||||
Price To Sales | 1.36 X | ||||
Total Asset | 119.45 M | ||||
Annual Yield | 0.05 % | ||||
Year To Date Return | 8.40 % | ||||
One Year Return | 10.88 % | ||||
Three Year Return | 0.59 % | ||||
Five Year Return | 2.46 % | ||||
Ten Year Return | 5.72 % | ||||
Net Asset | 149.96 M | ||||
Minimum Initial Investment | 500 | ||||
Last Dividend Paid | 0.04 | ||||
Equity Positions Weight | 16.55 % | ||||
Bond Positions Weight | 63.36 % |
About Spirit Of Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Spirit Of America's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Spirit Of using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Spirit Of America based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Stocks Directory Find actively traded stocks across global markets | |
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |