SPIRIT OF AMERICA LARGE CAP VALUE FUND - Spirit of America Investment Fund Inc

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SPIRIT OF AMERICA LARGE CAP VALUE FUND Institutional Shares (SOIVX)
Type
Open-end mutual fund
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$47.11 MILLION
Prison industrial complex
17
flagged holdings
22%
of assets flagged
Data as of 31 Dec 2025
Flagged investments
$47.11M
22% of assets
High Risk
$2.36M
1.12% of assets
Private prison operators
$0
0% of assets
Click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
10
holdings
$43.44M
invested
21%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
12
holdings
$35.52M
invested
17%
of portfolio
All flagged holdings
17 holdings
17 holdings
  • 1.  
    Alphabet Inc
    Prison industryBorder industry
    $13.9M
    6.56%
  • 2.  
    Microsoft Corp
    Prison industryBorder industry
    $9.33M
    4.41%
  • 3.  
    Amazon.com Inc
    Prison industryBorder industry
    $6.87M
    3.24%
  • 4.  
    Costco Wholesale Corp
    Prison industry
    $4.92M
    2.32%
  • 5.  
    Walmart Inc
    Prison industry
    $3.21M
    1.52%
Higher risk
Private prison operator
See all



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