SACTX Mutual Fund

SACTX Mutual Fund (Spirit of America Income Fund Class C) is managed by Spirit of America with $337,421.5 in net assets. SACTX expense ratio is 1.89%, holding 113 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2016-03-15.

SACTX performance shows a YTD return of -0.46%. The 1-year return is 2.82% and the 5-year return is 0.31%. SACTX dividend yield stands at 5.65%, paid monthly.

SACTX top holdings include Tobacco Settlement Fing Corp V Tobgen 06/46 Fixed Oid 6.706 (9.5%), City of Kansas City, Mo (5.7%), Health Care Authority For Baptist Health/the (4.4%), Metlife Inc Jr Subordina 144a 04/38 9.25 (4.1%), Muni Elec Auth Of Georgia (3.5%). Go to all SACTX holdings, SACTX sectors, or SACTX dividends.

SACTX can be compared against other funds. Use SACTX overlap to find shared positions, or SACTX vs another fund for a side-by-side view. SACTX alternatives are available via the screener, along with tax-loss harvesting opportunities.