Spirit of America Investment Fund, Inc.

Spirit of America Investment Fund, Inc. (CIK 1039667) is an SEC-registered fund company with 7 reporting fund series and $573.3M in net assets as of 2026-05-31.

Registrant

Fund series (7)

SeriesNet assets
SPIRIT OF AMERICA LARGE CAP VALUE FUND$207.5M
SPIRIT OF AMERICA ENERGY FUND$154.4M
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND$68.2M
SPIRIT OF AMERICA UTILITIES FUND$58.3M
SPIRIT OF AMERICA INCOME FUND$43.3M
SPIRIT OF AMERICA MUNICIPAL TAX FREE BOND FUND$22.9M
SPIRIT OF AMERICA INCOME & OPPORTUNITY$18.7M

Largest reported holdings (across all series)

HoldingValue
VALERO ENERGY CORP$9.0M
MARATHON PETROLEUM CORP$8.6M
WILLIAMS COMPANIES INC (THE)$7.7M
PHILLIPS 66$7.5M
TARGA RESOURCES CORP$7.3M
EXXON MOBIL CORP$6.7M
CHEVRON CORP$6.6M
KINDER MORGAN INC$6.6M
ENBRIDGE INC$6.1M
CHENIERE ENERGY INC$5.7M
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS$5.5M
ENTERPRISE PRODUCTS PARTNERS LP$4.4M
ENERGY TRANSFER LP$4.2M
CONOCOPHILLIPS$4.2M
BAKER HUGHES COMPANY$4.0M

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