Spirit Of America Fund Quote

SOIVX Fund  USD 34.97  0.26  0.75%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Spirit Of is trading at 34.97 as of the 24th of December 2024; that is 0.75 percent up since the beginning of the trading day. The fund's open price was 34.71. Spirit Of has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of November 2024 and ending today, the 24th of December 2024. Click here to learn more.
The funds advisor focuses on the large cap value segment of the U.S. equity market. It invests at least 80 percent of its total assets in large cap equity securities of companies in the value segment of the market. The advisor considers a company to be a large cap company if it has a market capitalization of 5 billion or greater at the time of purchase. More on Spirit Of America

Moving together with Spirit Mutual Fund

  1.0SACVX Spirit Of AmericaPairCorr

Moving against Spirit Mutual Fund

  0.43SACTX Spirit Of AmericaPairCorr
  0.4SOITX Spirit Of AmericaPairCorr
  0.35SOAIX Spirit Of AmericaPairCorr

Spirit Mutual Fund Highlights

Fund ConcentrationSpirit of America Funds, Large Blend Funds, Large Blend, Spirit of America (View all Sectors)
Update Date31st of December 2024
Spirit Of America [SOIVX] 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 Large Blend category and is part of Spirit of America family. Spirit Of America at this time has accumulated 150.1 M in assets with no minimum investment requirements with the current yeild of 0.04%, while the total return for the last 3 years was 7.81%.
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

MSFTMicrosoftStockInformation Technology
WMTWalmartStockConsumer Staples
WDAYWorkdayStockInformation Technology
VVisa Class AStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
TXNTexas Instruments IncorporatedStockInformation Technology
TGTTargetStockConsumer Staples
ORCLOracleStockInformation Technology
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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.
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