Morningstar

Spirit of America Real Estate Income & Growth Fund Class C SACRX

Medalist Rating as of Aug 31, 2026 See Spirit of America Investment Hub

Strategy

The investment seeks to provide current income and growth of capital. The fund invests primarily in real estate investment trusts ("REITs") 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% of its total assets in equity REITs and the equity securities of real estate industry companies. It may also invest in mortgage-backed securities, investment-grade taxable municipal obligations, master limited partnerships ("MLPs") and short-term investments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SOIAX	Spirit of America Real Estate Income & Growth Fund Institutional Shares	Institutional	Open			May 1, 2020	$15,405.00	1.320%	High	$100,000	$255.10
SOAAX	Spirit of America Real Estate Income & Growth Fund Class A	Front Load	Open			Jan 9, 1998	$70.32M	1.620%	High	$500	−$5.73M
SACRX	Spirit of America Real Estate Income & Growth Fund Class C	Level Load	Open			Mar 15, 2016	$65,239.00	2.320%	High	$500	$975.35

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