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Spirit of America Real Estate Inc & Gr A SOAAX

Quantitative rating as of
NAV / 1-Day Return
9.77  /  0.21 %
Total Assets
95.4 Mil
Adj. Expense Ratio
1.520%
Expense Ratio
1.520%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
500
Status
Open
TTM Yield
9.29%
Turnover
17%

Morningstar’s Analysis SOAAX

Will SOAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Spirit of America Real Estate Inc & Gr A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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