SOAAX Mutual Fund Analysis & Holdings | MarketXLS

SOAAX Mutual Fund

NAV$8.94

AUM$78M

TER1.60%

Holdings97

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SOAAX Mutual Fund

NAV$8.94

Spirit of America Real Estate Income and Growth Fund Class A

AUM$78M

TER1.60%

Holdings97

See inside every fund you own

$45/quarter 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 SOAAX 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 SOAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOAAX Mutual Fund Overlap Analysis

SOAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SOAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, SOAAX may share significant positions with broad-market funds.

SOAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SOAAX tax-loss harvesting finds highly correlated but non-identical funds.