Spirit of America Real Estate Income & Growth Fund

Class A (SOAAX)
Scorecard
1 / 5 Stars
Lipper
1 1 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E+ (Sell)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 0.0 0.0 0.0
Stocks 97.3 0.0 97.3
Bonds 0.0 0.0 0.0
Other 0.0 0.06 -0.06
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 0.0 0.0 0.0
Convertible 0.0 0.0 0.0
Preferred 2.75 0.0 2.75

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 7.25 6.11
Boston Properties Inc BXP 11.76 4.27
Dupont Fabros Technology Inc DFT 7.32 3.69
Digital Realty Trust, Inc. DLR 10.65 3.42
Associated Estates Realty Corp. AEC 8.04 3.15
LaSalle Hotel Properties LHO 1.56 2.91
Sovran Self Storage, Inc. SSS 14.56 2.74
Apartment Investment & Management AIV 18.33 2.65
Equity Residential EQR 12.82 2.62
Prologis Inc PLD 10.77 2.6