Spirit of America
Real Estate Income & Growth Fund
Spirit of America Real Estate Income and Growth Fund seeks current income and growth of capital.
The Real Estate Fund, (“the Fund”), invests primarily in real estate investment trusts (REITs) with successful track records. The Fund intends to invest at least 80% of its total assets in equity REITs and the equity securities of real estate industry companies. The Fund looks for stock where the price is low relative to the underlying value of the company and its real estate.
- Long-term investors who wish to invest a portion of their overall equity portfolio in a mutual fund that invests primarily in REITs.
- Investors willing to accept the potential volatility of such investments and the risks of a fund that concentrates in a single industry.
Download the latest Spirit of America Real Estate Income and Growth Fund Fact Sheet >>
Property values can fall due to environmental, economic or other reasons, and a change in interest rates can negatively impact the performance of real estate companies.
Offering by prospectus only. Investors are advised to consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. For complete information regarding performance data current to the most recent month end and to obtain a prospectus, contact: David Lerner Associates, Inc.,
477 Jericho Turnpike, P.O. Box 9006, Syosset, New York 11791-9006, 1-800-367-3000
Read the prospectus carefully before you invest or send money. Neither the information, nor any statement expressed or implied herein, constitutes solicitation by David Lerner Associates, Inc. for the purchase or sale of any securities.
Past performance is no guarantee of future results.