Nasdaq - Delayed Quote USD
Spirit of America Utilts Inst (SOIUX)
21.11
-0.38
(-1.77%)
At close: 8:02:41 PM EDT
Investment Information
- Min Initial Investment
- 500
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- RBC Wealth Management-Network Eligible
- Mid Atlantic Capital Group
- David Lerner Associates, Inc.
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings in a combination of securities and other assets of utility and utility related companies. These are companies that are principally engaged in utilities operations such as providing electricity, natural gas, water, internet services, email (electronic mail), data communications, mobile and cellular infrastructure to the public.
Fund Overview
| Category | Utilities |
| Fund Family | Spirit of America |
| Net Assets | 32.68M |
| YTD Return | 5.75% |
| Yield | 8.39% |
| Morningstar Rating | -- |
| Inception Date | Jan 30, 2023 |
Performance & Risk
| YTD Return | 9.36% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
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