SACFX Mutual Fund
SACFX Mutual Fund
NAV$8.34
AUM$125,063.68
TER1.78%
Holdings106
See how much of SACFX you already own
SACFX Mutual Fund
NAV$8.34
Spirit of America Municipal Tax Free Bond Fund Class C
AUM$125,063.68
TER1.78%
Holdings106
See how much of SACFX you already own
SACFX Mutual Fund Overlap Analysis
SACFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SACFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, SACFX may share significant positions with broad-market funds.
SACFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SACFX tax-loss harvesting finds highly correlated but non-identical funds.