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Funds
Mutual Funds List
Annual Returns
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Spirit of America
(3 funds with 6 classes )
3 Years
5 Years
10 Years
All Years
Category
Fund Name
Class
Net Assets ($ M)*
2025
2024
2023
Large-Cap-Value
Spirit of America Large Cap Value Fund
+
Class A Shares
142.7
2
25.1
19.1
Large-Cap-Value
Spirit of America Large Cap Value Fund
Class C Shares
142.7
-4.6
25.1
19
Natural Resources-Materials-NA
Spirit of America Energy Fund
+
Class A Shares
191.8
6.1
-5.6
-11
Natural Resources-Materials-NA
Spirit of America Energy Fund
Class C Shares
191.8
7.5
-10.1
-14.9
Real Estate-NA
Spirit of America Real Estate Income & Growth Fund
+
Class A Shares
98.2
-0.7
-2.2
0
Real Estate-NA
Spirit of America Real Estate Income & Growth Fund
Class C Shares
98.2
-2.1
-2.1
-0.2
* Net Assets include for all classes
