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

Holdings Count
94
Total Assets
65.21M
Top 10 Percentage
46.08%
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94 Holdings
94 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Welltower, Inc.
10.03%
$6.53M
$136.72B
33.73%
12 Buy
1 Hold
0 Sell
Strong Buy
Equinix
5.01%
$3.26M
$94.24B
14.92%
20 Buy
2 Hold
0 Sell
Strong Buy
Prologis, Inc.
4.77%
$3.10M
$121.78B
18.07%
10 Buy
6 Hold
0 Sell
Moderate Buy
Digital Realty Trust
4.76%
$3.10M
$59.55B
15.24%
14 Buy
5 Hold
0 Sell
Moderate Buy
Simon Property Group
4.22%
$2.75M
$59.96B
13.83%
4 Buy
11 Hold
0 Sell
Moderate Buy
Iron Mountain
4.14%
$2.70M
$29.47B
13.79%
4 Buy
0 Hold
0 Sell
Strong Buy
Vici Properties
3.56%
$2.31M
$28.68B
-14.91%
6 Buy
5 Hold
0 Sell
Moderate Buy
Ventas Inc
3.36%
$2.19M
$40.13B
23.41%
11 Buy
3 Hold
0 Sell
Strong Buy
Public Storage
3.16%
$2.06M
$46.65B
-8.71%
4 Buy
9 Hold
0 Sell
Moderate Buy
Omega Healthcare Investors
3.07%
$2.00M
$13.24B
19.86%
4 Buy
6 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

94.20%Real Estate2.24%Consumer Cyclical1.79%Financial1.17%Industrials0.61%Energy94.20%Real Estate
Real Estate
94.20%
Consumer Cyclical
2.24%
Financial
1.79%
Industrials
1.17%
Energy
0.61%

Countries Breakdown

98.02%United States98.02%United States
United States
98.02%

Breakdown By Smart Score

10.98%Outperform1013.92%Outperform915.54%Outperform810.49%Neutral711.44%Neutral616.78%Neutral59.56%Neutral44.28%Underperform30.42%Underperform26.59%Underperform16
The weighted average smart score of the SOIAX Mutual Fund is 6
10
10.98%
9
13.92%
8
15.54%
7
10.49%
6
11.44%
5
16.78%
4
9.56%
3
4.28%
2
0.42%
1
6.59%

SOIAX Mutual Funds FAQ

What are Mutual Funds SOIAX’s top 3 holdings?
SOIAX’s top 3 holdings are WELL, EQIX, PLD.
    What is Mutual Funds SOIAX’s holdings count?
    Mutual Funds SOIAX’s is holdings 94 different assets.
      What are the total assets of Mutual Funds SOIAX?
      Mutual Funds SOIAX’s total assets are 65.21M.
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