Spirit Of America Fund Quote
| SACEX Fund | USD 8.84 0.19 2.10% |
PerformanceOK
| Odds Of DistressLow
|
Spirit Of is trading at 8.84 as of the 23rd of July 2025; that is 2.1 percent decrease since the beginning of the trading day. The fund's open price was 9.03. Spirit Of has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets plus any borrowings in a combination of securities and other assets of energy and energy related companies. It seeks to achieve its investment objective through diversified exposure to U.S. More on Spirit Of America
Moving together with Spirit Mutual Fund
Spirit Mutual Fund Highlights
| Fund Concentration | Spirit of America Funds, Large Funds, Energy Limited Partnership Funds, Energy Limited Partnership, Spirit of America (View all Sectors) |
| Update Date | 30th of June 2025 |
Spirit Of America [SACEX] is traded in USA and was established 23rd of July 2025. Spirit Of is listed under Spirit of America category by Fama And French industry classification. The fund is listed under Energy Limited Partnership category and is part of Spirit of America family. This fund at this time has accumulated 590.39 M in assets with minimum initial investment of 500. Spirit Of America is currently producing year-to-date (YTD) return of 2.16% with the current yeild of 0.26%, while the total return for the last 3 years was 14.71%.
Check Spirit Of Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Spirit Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Spirit Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Spirit Of America Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Spirit Of America Mutual Fund Constituents
| VNOM | Viper Energy Ut | Stock | Energy | |
| MPLX | MPLX LP | Stock | Energy | |
| WMB | Williams Companies | Stock | Energy | |
| VLO | Valero Energy | Stock | Energy | |
| USAC | USA Compression Partners | Stock | Energy | |
| OKE | ONEOK Inc | Stock | Energy | |
| KMI | Kinder Morgan | Stock | Energy | |
| ET | Energy Transfer LP | Stock | Energy |
Spirit Of America Risk Profiles
| Mean Deviation | 0.8841 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.31 |
Spirit Of Against Markets
Other Information on Investing in Spirit Mutual Fund
Spirit Of financial ratios help investors to determine whether Spirit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Spirit with respect to the benefits of owning Spirit Of security.
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