SACTX Mutual Fund

NAV$9.81

AUM$338,271.2

TER1.88%

Holdings113

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SACTX Mutual Fund

NAV$9.81

Spirit of America Income Fund Class C

AUM$338,271.2

TER1.88%

Holdings113

See inside every fund you own

$99/yr 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 SACTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

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

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.