Expense Ratio History

Spirit of America Investment fund fees

6 Spirit of America Investment funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
SOAIXSpirit of America Income Fund 1.34% Mutual fund 1.26% to 1.34%, 30 Apr 2026
SOAMXSpirit of America Municipal Tax Free Bond Fund 1.43% Mutual fund 1.34% to 1.43%, 30 Apr 2026
SOIUXSpirit of America Utilities Fund 1.43% Mutual fund 1.68% to 1.43%, 30 Apr 2026
SOAEXSpirit of America Energy Fund 1.52% Mutual fund 1.48% to 1.52%, 30 Mar 2026
SOAVXSPIRIT OF AMERICA LARGE CAP VALUE FUND 1.53% Mutual fund 1.51% to 1.53%, 29 Apr 2024
SOAAXSPIRIT OF AMERICA REAL ESTATE INCOME AND GROWTH FUND 1.62% Mutual fund 1.60% to 1.62%, 30 Apr 2026