SACTX Mutual Fund
SACTX Mutual Fund
NAV$9.73
AUM$337,058.99
TER1.89%
Holdings113
See how much of SACTX you already own
SACTX Mutual Fund
NAV$9.73
Spirit of America Income Fund Class C
AUM$337,058.99
TER1.89%
Holdings113
See how much of SACTX you already own
SACTX Mutual Fund Overlap Analysis
SACTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SACTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, SACTX may share significant positions with broad-market funds.
SACTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SACTX tax-loss harvesting finds highly correlated but non-identical funds.