Spirit of America Real Estate Inc & Gr A
Syosset, NY 11791
477 Jericho Turnpike
Spirit of America Investment Fund Inc
管理資訊
,自 2015年11月17日 起的牽頭經辦人
Douglas Revello serves as the Portfolio Manager and is primarily responsible for the day-to-day management of the Real Estate Fund, Value Fund and Energy Fund. He also serves as Co-Portfolio Manager to the Municipal Tax Free Bond Fund and the Income Fund. Mr. Revello joined the Adviser on May 18, 2009. In addition to his portfolio management responsibilities, Mr. Revello co-manages the portfolio management team of the Adviser. More recently, he has been a vital contributor to the management of the Energy Fund by virtue of his attendance at energy industry conferences and meetings with various energy industry management teams. Prior to joining the Adviser, Mr. Revello served as head of the Municipal Underwriting department for DLA, the Funds’ principal underwriter and distributor, from October 1992 until November 2017, and was also integral in the firm’s fixed income trading and institutional sales. Mr. Revello received a Bachelors degree in Business Administration from Baruch College 1988 and a Masters degree in Business Administration from Dowling College in 1999 and had served as an adjunct professor at the State University of New York at Stony Brook Harriman School of Business teaching several finance courses including Capital Markets and Security Analysis from August 2000 until December 2008. In addition, Mr. Revello holds a General Securities Representative (Series 7) license, and Uniform Securities Agent State Law Examination (Series 63) license.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Real Estate
基金家族Spirit of America
淨資產68.56M
本年度至今日回報-3.73%
收益率9.68%
晨星評級★★★
成立日期2016年3月14日
基金運作
上次股息0.85
上次資本增益18.00
持股週轉率4.00%
組別平均無
費用與支出
支出SOAAX類別平均
年報支出比率 (淨值)2.30%1.08%
招股書淨支出比率2.30%無
招股書總支出比率2.30%無
最高 12b1 費用無無
最高首次認購費無5.10%
最高遞延銷售費用無1.13%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
