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Spirit of America Income Fund;A

Ranked 163 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks high current income. The Fund seeks to achieve its investment objective by investing at least 80% of its assets in a portfolio of taxable municipal bonds, income producing convertible securities, preferred stocks, high yield U.S. corporate bonds and collateralized mortgage obligations.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 2.0%
2016 4.9% 3.3% 4.8% 0.9% -4.0%
2015 -0.2% 2.0% -2.6% 0.5% -0.1%
2014 14.3% 4.3% 5.2% 1.7% 2.5%
2013 -3.7% 1.7% -3.1% -2.5% 0.2%
2012 10.4% 2.6% 3.4% 2.9% 1.2%
2011 16.2% 2.5% 4.5% 7.2% 1.2%
2010 8.2% 3.9% 3.7% 4.9% -4.3%
2009 16.7% -4.8% 12.0% 10.5% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/12/2008
  • Share Class size213Mn
  • Base currencyUSD
  • ISIN US8485791086

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management0.61%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).