About SAIEX
Spirit of America Energy Fund Institutional Shares is a sector equity mutual fund focused on investments in the energy sector. This actively managed fund seeks diversified exposure to both U.S. and international companies operating in energy and energy-related industries, including those engaged in the exploration, production, transportation, and distribution of oil, natural gas, and other fossil fuels. The portfolio’s largest allocations are typically to some of the leading names in the energy space, with top holdings often including major pipeline operators, integrated energy firms, and utilities.
The fund aims to provide long-term capital appreciation and current income by investing at least 80% of its assets in securities tied to the energy industry, making it highly sensitive to trends and cycles within global energy markets. As an institutional share class, it offers competitive pricing relative to its category, and it is suitable for investors seeking targeted exposure to the energy sector’s performance drivers, including shifts in commodity prices and regulatory environments. Overall, the Spirit of America Energy Fund Institutional Shares plays a specialized role in financial markets, enabling access to a broad portfolio of energy sector assets for institutional and sophisticated investors.
Fund Family Spirit of America
Category Energy Limited Partnership
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol SAIEX
Share Class Institutional Shares
Index S&P 500 TR
SAIEX had a total return of 42.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 23.51%.
