B
Spirit of America Energy Fund Class A SOAEX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
500
Minimum Subsequent Investment
50
Front End Fee
6
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Performance
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Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
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5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
Standard Deviation
Company Information
Provider
Spirit of America
Manager/Tenure
(Years)
Douglas Revello (5)
Website
--
Address
Spirit of America
Syosset NY - 11791
Country
United States
Phone Number
--
Investment Strategy
The investment seeks to provide investors long-term capital appreciation and current income. The fund seeks to achieve its investment objective by investing at least 80% of its net assets plus any borrowings in a combination of securities and other assets of energy and energy related companies. It seeks to achieve its investment objective through diversified exposure to U.S. and non-U.S. securities of energy companies and energy related companies which are companies that are principally engaged in activities in the energy industry.
Weiss Ratings