SOAMX Mutual Fund
SOAMX Mutual Fund
Spirit of America Municipal Tax Free Bond Fund Class A
SOAMX Mutual Fund Overview
SOAMX Mutual Fund (Spirit of America Municipal Tax Free Bond Fund Class A) is managed by Spirit of America with $22.2M in net assets. SOAMX expense ratio is 0.92%, holding 106 positions across sectors including Other, Financials, Utilities. Inception date: 2008-02-29.
SOAMX performance shows a YTD return of 1.70%. The 1-year return is 5.66% and the 5-year return is 0.21%. SOAMX dividend yield stands at 3.20%, paid monthly.
SOAMX top holdings include University Neb Facs Corp 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%). View all SOAMX holdings, sector breakdown, or dividend history.
SOAMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SOAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.