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Spirit of America Large Cap Value A SOAVX

Quantitative rating as of
  • NAV / 1-Day Return 23.58  /  0.81 %
  • Total Assets 128.8 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 6.11%
  • Turnover 11%

Morningstar’s Analysis SOAVX

Will SOAVX 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 Large Cap Value 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 most expensive quintile among peers.

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