SACRX Mutual Fund
SACRX Mutual Fund
Spirit of America Real Estate Income and Growth Fund Class C
SACRX Mutual Fund Overview
SACRX Mutual Fund (Spirit of America Real Estate Income and Growth Fund Class C) is managed by Spirit of America with $71,345.54 in net assets. SACRX expense ratio is 2.30%, holding 97 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2016-03-15.
SACRX performance shows a YTD return of 15.38%. The 1-year return is 15.16% and the 5-year return is 2.59%. SACRX dividend yield stands at 4.59%, paid semi-annually.
SACRX top holdings include Welltower Inc Health Care (10.2%), Equinix, Inc. (6.1%), Digital Realty Trust Inc (5.3%), Iron Mtn Inc New Com Npv (4.9%), Prologis Inc (4.7%). View all SACRX holdings, sector breakdown, or dividend history.
SACRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SACRX alternatives are available via the screener, along with tax-loss harvesting opportunities.