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Spirit Of America Large Cap Value Fund A (SOAVX)

US Funds

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28.49 -0.77 -2.63%

21/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 165.57M

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SOAVX Holdings

Comprehensive information about top holdings and Key Holding Information for the Spirit of America Large Cap Value A (SOAVX) fund. Our Spirit of America Large Cap Value A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	99.49	99.49	0.00
Preferred	0.51	0.51	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.09	20.46
Price to Book	5.23	3.97
Price to Sales	2.46	2.62
Price to Cash Flow	16.03	14.11
Dividend Yield	1.39	1.54
5 Years Earnings Growth	10.80	11.16

Sector Allocation

Name	Net %	Category Average
Technology	35.72	28.26
Financial Services	10.29	14.91
Industrials	8.97	9.54
Consumer Defensive	8.57	6.14
Healthcare	8.53	12.34
Energy	7.91	3.84
Consumer Cyclical	7.11	10.50
Communication Services	6.80	8.57
Utilities	2.96	2.72
Real Estate	1.87	2.29
Basic Materials	1.26	2.35

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 168

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	14.09	98.46	+1.59%
Apple	US0378331005	5.36	199.76	+3.41%
Microsoft	US5949181045	4.12	365.59	+1.80%
Alphabet A	US02079K3059	3.75	150.61	+1.99%
Costco	US22160K1051	3.32	977.09	+2.02%
JPMorgan	US46625H1005	2.72	234.33	+2.33%
Amazon.com	US0231351067	2.68	173.02	+3.41%
Oracle	US68389X1054	2.48	126.67	+3.13%
Caterpillar	US1491231015	2.33	291.44	+2.35%
Walmart	US9311421039	2.17	94.64	+2.41%

Top Equity Funds by Spirit of America

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Spirit of America Real Estate Inc &		70.12M	16.08	-0.56	5.01
	Spirit of America Municipal T/F Bon		28.26M	1.71	-1.07	1.54

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Recent Quotes

Name	Price	Chg.	Chg. %
Spirit of America.	28.49	-0.77	-2.63%
Swiss Life Funds .	162.770	-0.750	-0.46%
Parag Parikh Tax .	32.646	+0.414	+1.29%
Diamond Hill Long.	25.42	-0.28	-1.09%
BAHIA AM SMID CAP.	4.206	-0.017	-0.41%
PROTEA FUNDO DE I.	19.484	-0.016	-0.08%
Amundi Funds - Po.	26.440	-0.170	-0.64%
Fiera Capital Glo.	83.245	-1.196	-1.42%