SOAMX Mutual Fund

SOAMX Mutual Fund (Spirit of America Municipal Tax Free Bond Fund Class A) is managed by Spirit of America with $22.1M in net assets. SOAMX expense ratio is 0.93%, holding 106 positions across sectors including Financials, Utilities, Industrials. Inception date: 2008-02-29.

SOAMX performance shows a YTD return of 0.36%. The 1-year return is 4.60% and the 5-year return is 0.13%. SOAMX dividend yield stands at 3.28%, paid monthly.

SOAMX top holdings include University Ne Facs Corp Rev 2062-07-15 (2.4%), Massachusetts Housing Finance Agency (2.3%), Fsu Financial Assistance, Inc. (2.2%), New York City Housing Development Corp. (2.2%), Met Pier And Expo 5% 6/15/2050 Q (2.2%). Go to all SOAMX holdings, SOAMX sectors, or SOAMX dividends.

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