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
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 5 of 5 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 | — | −1.75% | 8 | 1.140% | High | Front Load | $500 | |
| Spirit of America Large Cap Value Fund A | SOAVX | Large Blend | 13.32% | 26 | 1.530% | High | Front Load | $500 | ||
| Spirit of America Income Fund Class C | SACTX | Long-Term Bond | — | −2.21% | 18 | 1.890% | High | Level Load | $500 | |
| Spirit of America Income Fund Institutional Shares | SOITX | Long-Term Bond | — | −1.45% | 6 | 0.900% | High | Institutional | $100,000 | |
| Spirit of America Large Cap Value Fund Institutional Shares | SOIVX | Large Blend | 13.56% | 24 | 1.230% | 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
United States