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 Funds List
Share Class Type
1 to 18 of 18 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Spirit of America Income A | SOAIX | Long-Term Bond | — | 1.05% | 1 | 1.140% | High | Front Load | $500 | |
| Spirit of America Income C | SACTX | Long-Term Bond | — | 0.61% | 4 | 1.890% | High | Level Load | $500 | |
| Spirit of America Income Institutional | SOITX | Long-Term Bond | — | 1.03% | 2 | 0.890% | High | Institutional | $100,000 | |
| Spirit of America Large Cap Value Inst | SOIVX | Large Blend | 15.83% | 2 | 1.230% | High | Institutional | $100,000 | ||
| Spirit of America Large Cap Value A | SOAVX | Large Blend | 15.66% | 2 | 1.530% | High | Front Load | $500 | ||
| Spirit of America Large Cap Value C | SACVX | Large Blend | 15.39% | 2 | 2.230% | High | Level Load | $500 | ||
| Spirit of America Energy A | SOAEX | Energy Limited Partnership | 13.98% | 59 | 1.520% | High | Front Load | $500 | ||
| Spirit of America Energy C | SACEX | Energy Limited Partnership | 13.72% | 66 | 2.270% | Above Average | Level Load | $500 | ||
| Spirit of America Energy Institutional | SAIEX | Energy Limited Partnership | 14.14% | 47 | 1.270% | High | Institutional | $100,000 | ||
| Spirit of America Municipal T/F Bond A | SOAMX | Muni National Interm | — | −0.08% | 64 | 0.920% | High | Front Load | $500 | |
| Spirit of America Real Estate Inc & Gr A | SOAAX | Real Estate | −3.62% | 33 | 1.600% | High | Front Load | $500 | ||
| Spirit of America Real Estate Inc&Gr Ins | SOIAX | Real Estate | −5.30% | 27 | 1.300% | High | Institutional | $100,000 | ||
| Spirit of America Municipal T/F Bd Ins | SOIMX | Muni National Interm | — | −0.04% | 59 | 0.770% | High | Institutional | $100,000 | |
| Spirit of America Real Estate Inc&Gr C | SACRX | Real Estate | −3.80% | 38 | 2.300% | High | Level Load | $500 | ||
| Spirit of America Municipal T/F Bd C | SACFX | Muni National Interm | — | −0.27% | 74 | 1.770% | High | Level Load | $500 | |
| Spirit of America Utilities A | SOAUX | Utilities | — | 12.36% | 53 | 1.550% | High | Front Load | $500 | |
| Spirit of America Utilities C | SOCUX | Utilities | — | 10.49% | 55 | 2.300% | High | Level Load | $500 | |
| Spirit of America Utilts Inst | SOIUX | Utilities | — | 10.93% | 52 | 1.300% | High | Institutional | $100,000 |
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
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank