Spirit Of America Fund Quote

SOITX Fund  USD 10.19  0.03  0.29%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Spirit Of is trading at 10.19 as of the 24th of December 2024; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 10.22. Spirit Of has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of December 2023 and ending today, the 24th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its assets in a portfolio of taxable municipal bonds, income producing convertible securities, preferred stocks, high yield U.S. corporate bonds, and CMOs. It may also invest in U.S. government agency securities issued or guaranteed by U.S. More on Spirit Of America

Moving together with Spirit Mutual Fund

  0.64SACFX Spirit Of AmericaPairCorr
  0.71SACRX Spirit Of AmericaPairCorr
  0.94SACTX Spirit Of AmericaPairCorr

Moving against Spirit Mutual Fund

  0.43SOIVX Spirit Of AmericaPairCorr
  0.41SOAVX Spirit Of AmericaPairCorr
  0.4SACVX Spirit Of AmericaPairCorr

Spirit Mutual Fund Highlights

Fund ConcentrationSpirit of America Funds, Large Value Funds, Long-Term Bond Funds, Long-Term Bond, Spirit of America (View all Sectors)
Update Date31st of December 2024
Spirit Of America [SOITX] is traded in USA and was established 24th of December 2024. Spirit Of is listed under Spirit of America category by Fama And French industry classification. The fund is listed under Long-Term Bond category and is part of Spirit of America family. Spirit Of America at this time has accumulated 71.84 M in assets with no minimum investment requirements with the current yeild of 0.05%, while the total return for the last 3 years was 4.06%.
Check Spirit Of Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Spirit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Spirit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Spirit Of America Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Spirit Of America Mutual Fund Constituents

ABBVAbbVie IncStockHealth Care
HASIHannon Armstrong SustainableStockReal Estate
WMBWilliams CompaniesStockEnergy
More Details

Spirit Of America Risk Profiles

Spirit Of Against Markets

Other Information on Investing in Spirit Mutual Fund

Spirit Of financial ratios help investors to determine whether Spirit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Spirit with respect to the benefits of owning Spirit Of security.
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing