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Spirit Of America Energy Fund Class A (SOAEX)

US Funds

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12.01 +0.12 +1.01%

08/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 199.66M

Type: Fund

Market: United States

Issuer: Spirit of America

Asset Class: Other

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SOAEX Holdings

Comprehensive information about top holdings and Key Holding Information for the Spirit of America Energy A (SOAEX) fund. Our Spirit of America Energy A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.52	0.52	0.00
Shares	99.48	99.48	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.44	13.72
Price to Book	2.07	2.56
Price to Sales	0.78	0.75
Price to Cash Flow	6.21	6.07
Dividend Yield	4.94	5.99
5 Years Earnings Growth	7.75	9.65

Sector Allocation

Name	Net %	Category Average
Energy	97.97	97.30
Utilities	1.42	3.28
Industrials	0.61	0.88

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 77

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Williams	US9694571004	6.48	56.39	+1.51%
ONEOK	US6826801036	5.86	102.85	+1.22%
Energy Transfer	US29273V1008	4.98	19.73	+1.23%
Exxon Mobil	US30231G1022	4.84	106.93	-1.67%
Targa Resources	US87612G1013	4.67	191.98	+2.21%
Chevron	US1667641005	4.65	150.30	+0.47%
Phillips 66	US7185461040	4.52	116.25	+0.92%
Valero Energy	US91913Y1001	4.41	125.19	+0.97%
Marathon Petroleum	US56585A1025	4.36	142.33	+0.47%
Kinder Morgan	US49456B1017	4.25	28.29	+1.73%

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Spirit of America.	12.01	+0.12	+1.01%