SACVX Mutual Fund

SACVX Mutual Fund (Spirit of America Large Cap Value Fund Class C) is managed by Spirit of America with $442,857.21 in net assets. SACVX expense ratio is 2.23%, holding 146 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2016-03-15.

SACVX performance shows a YTD return of 13.32%. The 1-year return is 20.81% and the 5-year return is 13.09%. SACVX dividend yield stands at 7.62%, paid semi-annually.

SACVX top holdings include Nvidia Corp (13.3%), Alphabet Inc,class A (6.5%), Apple, Inc (4.6%), Caterpillar, Inc. (3.9%), Microsoft Corp (3.8%). Go to all SACVX holdings, SACVX sectors, or SACVX dividends.

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