SACRX Mutual Fund

NAV$8.50

AUM$67,867.17

TER2.32%

Holdings97

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SACRX Mutual Fund

NAV$8.50

Spirit of America Real Estate Income and Growth Fund Class C

AUM$67,867.17

TER2.32%

Holdings97

See how much of SACRX you already own

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

Showing the top 10 of 97 holdings · as of Jun 30, 2026

Top 10 weight

48.54%

SACRX top 10 holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Share chg	Sector	Industry
1	WELL	Welltower, Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)	10.56%	10.6%	35,175	$7.98M	-	Real Estate	Equity Real Estate Investment Trusts (REITs)
2	—	Equinix Inc. Real Estate Investment TrustReal Estate · Real Estate	5.87%	16.4%	4,260	$4.44M	-	Real Estate	Real Estate
Share changes, sector and industry · Pro
3	Debt	Iron Mtn Inc New Com Npv	5.43%	21.9%	32,500	$4.11M
4	DLR	Digital Realty Trust Inc.	4.76%	26.6%	20,031	$3.60M
5	SPG	Simon Property Group Inc	4.39%	31.0%	14,850	$3.32M
6	PLD	Prologis Inc	4.35%	35.4%	24,301	$3.29M
7	VTR	Ventas Inc .	3.88%	39.2%	33,050	$2.93M
8	PSA	Public Storage	3.34%	42.6%	7,925	$2.52M
9	VICI	Vici Properties Inc	3.00%	45.6%	85,547	$2.27M
10	OHI	Omega Healthcare Investors Reit In	2.96%	48.5%	47,000	$2.24M
More holdings · Pro

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Themes in the top 10

Cloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityData & AnalyticsUrbanizationInfrastructureInflation ProtectionPropTechConsumer SpendingSupply ChainAging PopulationDigital HealthManaged Care

SACRX Mutual Fund Top Holdings

SACRX holdings top 10 positions. The top 10 holdings account for 48.5% of the fund, led by Welltower, Inc. at 10.6%, Equinix Inc. Real Estate Investment Trust at 5.9%, Iron Mtn Inc New Com Npv at 5.4%.

SACRX portfolio concentration is moderate, with the top 10 representing 48.5% of total assets. The largest sector exposure is Real Estate at 85.7%.

SACRX sectors provide a detailed breakdown. SACRX overlap shows how holdings compare to other funds in your portfolio.