SOAAX Spirit of America Real Estate Income & Growth Fund Class A

This is an open ended mutual fund. The investment seeks to provide current income and growth of capital. The fund invests primarily in real estate investment trusts ( REITs ) with successful track records. REITs are pooled investment vehicles which invest primarily in income-producing real estate or real estate-related loans or interests. The advisor intends to invest at least 80% of its total assets in equity REITs and the equity securities of real estate industry companies. It may also invest in mortgage-backed securities, investment-grade taxable municipal obligations, master limited partnerships ( MLPs ) and short-term investments.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Spirit Management
Category1:  US Equity
Category2:  Single sector
Category3:  Real estate
Morningstar category:  Real Estate
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     7.21%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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