SOAAX Mutual Fund (Spirit of America Real Estate Income and Growth Fund Class A) is managed by Spirit of America with $77.8M in net assets. SOAAX expense ratio is 1.60%, holding 97 positions across sectors including Real Estate, Industrials, Financials. Inception date: 1998-01-09.

SOAAX performance shows a YTD return of 15.81%. The 1-year return is 15.98% and the 5-year return is 3.30%. SOAAX dividend yield stands at 4.81%, paid semi-annually.

SOAAX 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 SOAAX holdings, sector breakdown, or dividend history.

SOAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SOAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.