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)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.68 0.68
Stocks 93.12 93.12
Bonds 0.0 0.0
Other 0.26 0.26
Foreign Bonds 0.0 0.0
Foreign Stocks 3.51 3.51
Convertible 0.0 0.0
Preferred 2.44 2.44

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Actavis PLC ACT 24.54 3.01
Apple Inc AAPL -2.91 2.8
Walt Disney Co DIS 6.77 2.49
Home Depot, Inc. HD -3.02 2.18
Wells Fargo & Co WFC 10.29 1.93
JPMorgan Chase & Co JPM 4.39 1.82
General Electric Co GE -6.92 1.8
3M Co MMM -2.04 1.76
Exxon Mobil Corporation XOM -2.81 1.73
Microsoft Corporation MSFT 11.47 1.72