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Key statistics Previous close 8.67
Open —
Day range —
52-week range 7.99 9.43
Off day high —
Off 52-week high −5.83%
Volume —
Avg. volume (3M) 0.00
Net assets 71.45M
Expense ratio 1.62%
Yield 9.93%
YTD return +12.28%
50-day average 8.48
200-day average 8.75
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The fund invests primarily in real estate investment trusts ("REITs") with successful track records. REITs are pooled investment vehicles which invest primarily in income-producing real estate or real estate-related loans or interests. The advisor intends to invest at least 80% of its total assets in equity REITs and the equity securities of real estate industry companies. It may also invest in mortgage-backed securities, investment-grade taxable municipal obligations, master limited partnerships ("MLPs") and short…
Fund family Spirit of America
Category Real Estate
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