SACEX Mutual Fund

SACEX Mutual Fund (Spirit of America Energy Fund Class C) is managed by Spirit of America with $1.4M in net assets. SACEX expense ratio is 2.27%, holding 66 positions across sectors including Energy, Utilities, Industrials. Inception date: 2016-03-15.

SACEX performance shows a YTD return of 32.29%. The 1-year return is 32.40% and the 5-year return is 19.72%. SACEX dividend yield stands at 13.83%, paid monthly.

SACEX top holdings include Valero Energy (5.8%), Marathon Petroleum Corp (5.6%), Williams Cos. Inc. (5.0%), Phillips 66 (4.8%), Targa Resources Corp Preferred (4.8%). Go to all SACEX holdings, SACEX sectors, or SACEX dividends.

SACEX can be compared against other funds. Use SACEX overlap to find shared positions, or SACEX vs another fund for a side-by-side view. SACEX alternatives are available via the screener, along with tax-loss harvesting opportunities.