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SOIAX
Spirit of America Real Estate Income and Growth Fund - Institutional Shares
Analysis
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Holdings
Technical Analysis
Similar Mutual Funds
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SOIAX Mutual Fund Holdings Information

Holdings Count
102
Total Assets
74.15M
Top 10 Percentage
49.35%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
102 Holdings
102 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
WELL
Welltower, Inc.
7.67%
$5.41M
―
$112.53B
30.77%
9 Buy
2 Hold
0 Sell
Strong Buy
―
EQIX
Equinix
6.90%
$4.86M
―
$78.04B
-8.21%
18 Buy
5 Hold
0 Sell
Strong Buy
―
DLR
Digital Realty Trust
6.23%
$4.39M
―
$59.57B
8.83%
14 Buy
4 Hold
1 Sell
Moderate Buy
―
IRM
Iron Mountain
5.37%
$3.78M
―
$29.19B
-15.07%
6 Buy
0 Hold
0 Sell
Strong Buy
―
AVB
AvalonBay Communities
4.92%
$3.47M
―
$28.03B
-15.05%
7 Buy
9 Hold
0 Sell
Moderate Buy
―
ESS
Essex Property Trust
3.87%
$2.73M
―
$17.92B
-13.35%
6 Buy
10 Hold
0 Sell
Moderate Buy
―
VICI
Vici Properties
3.85%
$2.72M
―
$35.35B
-1.25%
11 Buy
1 Hold
0 Sell
Strong Buy
―
PLD
Prologis, Inc.
3.74%
$2.63M
―
$109.14B
-11.87%
10 Buy
5 Hold
1 Sell
Moderate Buy
―
EQR
Equity Residential
3.50%
$2.46M
―
$25.55B
-13.56%
8 Buy
7 Hold
0 Sell
Moderate Buy
―
PSA
Public Storage
3.30%
$2.33M
―
$51.74B
-17.88%
10 Buy
5 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

94.95%Real Estate1.87%Consumer Cyclical1.29%Financial1.06%Energy0.78%Industrials0.05%General94.95%Real Estate
Real Estate
94.95%
Consumer Cyclical
1.87%
Financial
1.29%
Energy
1.06%
Industrials
0.78%
General
0.05%

Countries Breakdown

96.37%United States96.37%United States
United States
96.37%

Breakdown By Smart Score

15.85%Outperform108.68%Outperform913.09%Outperform813.63%Neutral721.82%Neutral614.95%Neutral53.28%Neutral41.12%Underperform37.13%Underperform20.45%Underperform17
The weighted average smart score of the SOIAX Mutual Fund is 7
10
15.85%
9
8.68%
8
13.09%
7
13.63%
6
21.82%
5
14.95%
4
3.28%
3
1.12%
2
7.13%
1
0.45%

SOIAX Mutual Funds FAQ

What are Mutual Funds SOIAX’s top 3 holdings?
SOIAX’s top 3 holdings are WELL, EQIX, DLR.
    What is Mutual Funds SOIAX’s holdings count?
    Mutual Funds SOIAX’s is holdings 102 different assets.
      What are the total assets of Mutual Funds SOIAX?
      Mutual Funds SOIAX’s total assets are 74.15M.

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