Spirit of America Large Cap Value Fund

Class A (SOAVX)
Scorecard
1 / 5 Stars
Lipper
1 1 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#329 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.60 percent over the past year, 11.01 percent over the past three years, 16.35 percent over the past five years, and 5.81 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year 18.6%
3 Years (Annualized) 11.0%
5 Years (Annualized) 16.4%
10 Years (Annualized) 5.8%

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Summary

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 fund's managers consider 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, it will invest in the equity securities of companies that have a proven history of paying consistent dividends. The fund may also invest in MLPs.

Fees

Fees are Above Average compared to funds in the same category.
Spirit of America Large Cap Value Fund has an expense ratio of 1.68 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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