Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Spirit of America Mutual Funds
View all of Spirit of America’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Spirit of America Mutual Funds List
1 to 18 of 18 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Spirit of America Income Fund Class A | SOAIX | Long-Term Bond | — | −2.50% | 8 | 1.140% | High | Front Load | $500 | |
| Spirit of America Large Cap Value Fund A | SOAVX | Large Blend | 9.62% | 68 | 1.530% | High | Front Load | $500 | ||
| Spirit of America Income Fund Class C | SACTX | Long-Term Bond | — | −3.12% | 18 | 1.890% | High | Level Load | $500 | |
| Spirit of America Large Cap Value Fund Institutional Shares | SOIVX | Large Blend | 9.89% | 65 | 1.230% | High | Institutional | $100,000 | ||
| Spirit of America Income Fund Institutional Shares | SOITX | Long-Term Bond | — | −2.29% | 2 | 0.900% | High | Institutional | $100,000 | |
| Spirit of America Energy Fund Institutional Shares | SAIEX | Energy Limited Partnership | 39.50% | 1 | 1.280% | High | Institutional | $100,000 | ||
| Spirit of America Large Cap Value Fund Class C | SACVX | Large Blend | 8.93% | 75 | 2.230% | High | Level Load | $500 | ||
| Spirit Of America Utilities Fund Institutional Shares | SOIUX | Utilities | 6.56% | 37 | 1.280% | High | Institutional | $100,000 | ||
| Spirit of America Real Estate Income & Growth Fund Institutional Shares | SOIAX | Real Estate | 15.34% | 34 | 1.320% | High | Institutional | $100,000 | ||
| Spirit of America Energy Fund Class A | SOAEX | Energy Limited Partnership | 39.07% | 1 | 1.520% | High | Front Load | $500 | ||
| Spirit of America Energy Fund Class C | SACEX | Energy Limited Partnership | 38.16% | 5 | 2.270% | Above Average | Level Load | $500 | ||
| Spirit Of America Utilities Fund Class A Shares | SOAUX | Utilities | 6.34% | 40 | 1.530% | High | Front Load | $500 | ||
| Spirit of America Real Estate Income & Growth Fund Class A | SOAAX | Real Estate | 14.91% | 40 | 1.620% | High | Front Load | $500 | ||
| Spirit of America Municipal Tax Free Bond Fund Institutional Shares | SOIMX | Muni National Intermediate | — | −0.77% | 93 | 0.770% | High | Institutional | $100,000 | |
| Spirit of America Municipal Tax Free Bond Fund Class A | SOAMX | Muni National Intermediate | — | −0.89% | 96 | 0.930% | High | Front Load | $500 | |
| Spirit Of America Utilities Fund Class C Shares | SOCUX | Utilities | 5.66% | 56 | 2.290% | High | Level Load | $500 | ||
| Spirit of America Real Estate Income & Growth Fund Class C | SACRX | Real Estate | 14.34% | 46 | 2.320% | High | Level Load | $500 | ||
| Spirit of America Municipal Tax Free Bond Fund Class C | SACFX | Muni National Intermediate | — | −1.75% | 100 | 1.780% | High | Level Load | $500 |
Spirit of America Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
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Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
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United States