SOAMX Mutual Fund

SOAMX Mutual Fund (Spirit of America Municipal Tax Free Bond Fund Class A) is managed by Spirit of America with $20.0M in net assets. SOAMX expense ratio is 0.93%, holding 103 positions across sectors including Financials, Utilities, Industrials. Inception date: 2008-02-29.

SOAMX performance shows a YTD return of 0.21%. The 1-year return is 3.65% and the 5-year return is -0.10%. SOAMX dividend yield stands at 3.65%, paid monthly.

SOAMX top holdings include University Of Nebraska Facilities Corp/The 4 07/15/2062 (2.4%), Massachusetts Housing Finance Agency (2.4%), Fsu Financial Assistance, Inc. (2.3%), New York City Housing Development Corp 5% 05/01/2056 5 2056-05-01 (2.3%), Met Pier And Expo 5% 6/15/2050 Q (2.3%). 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.