SACFX Mutual Fund Analysis & Holdings | MarketXLS

SACFX Mutual Fund

NAV$8.48

AUM$125,530.58

TER1.77%

Holdings106

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SACFX Mutual Fund

NAV$8.48

Spirit of America Municipal Tax Free Bond Fund Class C

AUM$125,530.58

TER1.77%

Holdings106

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SACFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SACFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.