SACRX Mutual Fund Analysis & Holdings | MarketXLS

SACRX Mutual Fund

NAV$8.63

AUM$71,345.54

TER2.30%

Holdings97

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SACRX Mutual Fund

NAV$8.63

Spirit of America Real Estate Income and Growth Fund Class C

AUM$71,345.54

TER2.30%

Holdings97

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

Compare With

🔍

Discover Portfolio Overlap

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

SACRX Mutual Fund Overlap Analysis

SACRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SACRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, SACRX may share significant positions with broad-market funds.

SACRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SACRX tax-loss harvesting finds highly correlated but non-identical funds.