Spirit of America Mutual Funds List
Here you can find all mutual funds issued by Spirit of America and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.31%
- Avg. 1 Year Return
- 15.47%
- Avg. 5 Year Return
- 7.80%
- Median Risk/Return Score
- 53 / 100
Spirit of America Mutual Funds List
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Spirit of America Large Cap Value Fund | Large Cap Blend Equities | Aug 1, 2002 | 1.50% | 10.04% | 14.74% | 8.59% | 39 |
Explore top Spirit of America Mutual Fund Categories and Asset Classes
Spirit of America Bond Mutual fundsSpirit of America Equity Mutual fundsSpirit of America Real Estate Mutual fundsSpirit of America Energy Equities Mutual fundsSpirit of America Large Cap Blend Equities Mutual fundsSpirit of America Long-Term Bond Mutual fundsSpirit of America Municipal Bonds Mutual fundsSpirit of America REIT Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Spirit of America Mutual funds by Risk/Return Score
The top Spirit of America Mutual funds by PortfoliosLab Risk/Return Score are SOAEX (83) and SOAMX (75).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Spirit of America Energy Fund | 83 | — | Jul 2014 | |
| Spirit of America Municipal Tax Free Bond Fund | 75 | — | Feb 2008 | |
| Spirit of America Real Estate Income & Growth Fund | 53 | — | Jan 1998 | |
| Spirit of America Large Cap Value Fund | 39 | — | Aug 2002 | |
| Spirit of America Income Fund | 28 | — | Dec 2008 |
Best-Performing Spirit of America Mutual funds Over 5 Years
The top Spirit of America Mutual funds is SOAEX (21.01%).
Across the lineup, Spirit of America Mutual funds show an average 1-year return of 15.47% and an average 5-year return of 7.80%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Spirit of America Energy Fund | 21.01% | — | Jul 2014 | |
| Spirit of America Large Cap Value Fund | 14.57% | — | Aug 2002 | |
| Spirit of America Real Estate Income & Growth Fund | 2.57% | — | Jan 1998 | |
| Spirit of America Income Fund | 1.10% | — | Dec 2008 | |
| Spirit of America Municipal Tax Free Bond Fund | -0.23% | — | Feb 2008 |
Lowest-Cost Spirit of America Mutual funds
The top Spirit of America Mutual funds is SOAMX (0.92%).
With an average expense ratio of 1.31%, Spirit of America Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Spirit of America Municipal Tax Free Bond Fund | 0.92% | — | Feb 2008 | |
| Spirit of America Income Fund | 1.12% | — | Dec 2008 | |
| Spirit of America Large Cap Value Fund | 1.50% | — | Aug 2002 | |
| Spirit of America Energy Fund | 1.50% | — | Jul 2014 | |
| Spirit of America Real Estate Income & Growth Fund | 1.52% | — | Jan 1998 |
Highest-Yield Spirit of America Mutual funds
The top Spirit of America Mutual funds is SOAEX (11.19%).
Across the lineup, Spirit of America Mutual funds show an average dividend yield of 7.77%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Spirit of America Energy Fund | 11.19% | — | Jul 2014 | |
| Spirit of America Real Estate Income & Growth Fund | 9.43% | — | Jan 1998 | |
| Spirit of America Large Cap Value Fund | 8.59% | — | Aug 2002 | |
| Spirit of America Income Fund | 6.34% | — | Dec 2008 | |
| Spirit of America Municipal Tax Free Bond Fund | 3.28% | — | Feb 2008 |
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