Spirit Of Financials
| SOIVX Fund | USD 35.52 0.19 0.53% |
Spirit |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Spirit Of Fund Summary
Spirit Of competes with Commonwealth Real, Jhancock Real, Great-west Real, Amg Managers, and Columbia Real. The funds advisor focuses on the large cap value segment of the U.S. equity market. It invests at least 80 percent of its total assets in large cap equity securities of companies in the value segment of the market. The advisor considers a company to be a large cap company if it has a market capitalization of 5 billion or greater at the time of purchase. To earn current income, the fund will invest in the equity securities of companies that have a proven history of paying consistent dividends. It may also invest in MLPs.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Spirit of America |
| Mutual Fund Family | Spirit of America |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 452 4892 |
| Currency | USD - US Dollar |
Spirit Of Key Financial Ratios
Spirit Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Spirit Of's current stock value. Our valuation model uses many indicators to compare Spirit Of value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Spirit Of competition to find correlations between indicators driving Spirit Of's intrinsic value. More Info.Spirit Of America is rated top fund in annual yield among similar funds. It also is rated top fund in one year return among similar funds reporting about 248.07 of One Year Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Spirit Of's earnings, one of the primary drivers of an investment's value.Spirit Of America Systematic Risk
Spirit Of's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Spirit Of volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Spirit Of America correlated with the market. If Beta is less than 0 Spirit Of generally moves in the opposite direction as compared to the market. If Spirit Of Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Spirit Of America is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Spirit Of is generally in the same direction as the market. If Beta > 1 Spirit Of moves generally in the same direction as, but more than the movement of the benchmark.
Spirit Of November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Spirit Of help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Spirit Of America. We use our internally-developed statistical techniques to arrive at the intrinsic value of Spirit Of America based on widely used predictive technical indicators. In general, we focus on analyzing Spirit Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Spirit Of's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9433 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 4.14 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.28 |
Other Information on Investing in Spirit Mutual Fund
Spirit Of financial ratios help investors to determine whether Spirit Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Spirit with respect to the benefits of owning Spirit Of security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |