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.
- NAV / 1-Day Return 23.58 / 0.81 %
- Total Assets 128.8 Mil
-
Adj. Expense Ratio
- 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.