Funds Offered by  

18 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
SACEXSpirit of America Energy Fund Class CMutual fund09/17/2021Special Security TypesMLPsBroad marketActively managed1.00 0.00%Analyze
SACFXSpirit of America Municipal Tax Free Bond Fund Class CMutual fund09/17/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.00%Analyze
SACOXSpirit of America Income & Opportunity Fund Class CMutual fund09/17/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
SACRXSpirit of America Real Estate Income & Growth Fund Class CMutual fund09/17/2021US EquitySingle sectorReal estateActively managed1.00 0.00%Analyze
SACTXSpirit of America Income Fund Class CMutual fund09/17/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
SACVXSpirit of America Large Cap Value Fund Class CMutual fund09/17/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
SAIEXSpirit of America Energy Fund Institutional SharesMutual fund05/04/2020Actively managed1.00 0.00%Analyze
SOAAXSpirit of America Real Estate Income & Growth Fund Class AMutual fund09/17/2021US EquitySingle sectorReal estateActively managed1.00 0.00%Analyze
SOAEXSpirit of America Energy Fund Class AMutual fund09/17/2021Special Security TypesMLPsBroad marketActively managed1.00 0.00%Analyze
SOAIXSpirit of America Income Fund Class AMutual fund09/17/2021US Fixed Income Corporate bondsInvestment gradeActively managed1.00 0.00%Analyze
SOAMXSpirit of America Municipal Tax Free Bond Fund Class AMutual fund09/17/2021US Fixed Income Municipal bondsInvestment gradeActively managed1.00 0.91%Analyze
SOAOXSpirit of America Income & Opportunity Fund Class AMutual fund09/17/2021Asset AllocationUSModerateActively managed1.00 0.00%Analyze
SOAVXSpirit of America Large Cap Value Fund AMutual fund09/17/2021US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
SOIAXSpirit of America Real Estate Income and Growth Fund - Institutional SharesMutual fund05/04/2020Actively managed1.00 0.00%Analyze
SOIMXSpirit of America Municipal Tax Free Bond Fund - Institutional SharesMutual fund05/04/2020Actively managed1.00 0.00%Analyze
SOIOXSpirit of America Income & Opportunity Fund - Institutional SharesMutual fund05/04/2020Actively managed1.00 0.00%Analyze
SOITXSpirit of America Income Fund - Institutional SharesMutual fund05/04/2020Actively managed1.00 0.00%Analyze
SOIVXSpirit of America Large Cap Value Fund - Institutional SharesMutual fund05/04/2020Actively managed1.00 0.00%Analyze
TOTAL18

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