SOAVX Spirit of America Large Cap Value Fund A

This is an open ended mutual fund. The investment seeks to provide capital appreciation with a secondary objective of current income. The fund focuses on the large cap value segment of the U.S. equity market. It invests at least 80% 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. To earn current income, the fund will invest in the equity securities of companies that have a proven history of paying consistent dividends. It may also invest in MLPs.

0.00
As of 08/04/2021


Mutual Fund Information
Sponsor:     Spirit Management
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     5.11%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  
ISIN:    
Investment style: Actively managed

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