SACRX Mutual Fund
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 $67,867.17 in net assets. SACRX expense ratio is 2.32%, holding 97 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2016-03-15.
SACRX performance shows a YTD return of 17.25%. The 1-year return is 18.61% and the 5-year return is 1.79%. SACRX dividend yield stands at 9.02%, paid semi-annually.
SACRX top holdings include Welltower, Inc. (10.6%), Equinix Inc - Common (5.9%), Universal Music Group N.V. Universal Music Group N V (5.4%), Digital Realty Trust Inc. (4.8%), Simon Property Group Inc. Reit Com (4.4%). Go to all SACRX holdings, SACRX sectors, or SACRX dividends.
SACRX can be compared against other funds. Use SACRX overlap to find shared positions, or SACRX vs another fund for a side-by-side view. SACRX alternatives are available via the screener, along with tax-loss harvesting opportunities.