SOAMX Mutual Fund Analysis & Holdings | MarketXLS

SOAMX Mutual Fund

NAV$8.51

AUM$22M

TER0.92%

Holdings106

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SOAMX Mutual Fund

NAV$8.51

Spirit of America Municipal Tax Free Bond Fund Class A

AUM$22M

TER0.92%

Holdings106

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 SOAMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SOAMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOAMX Mutual Fund Overlap Analysis

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

SOAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, SOAMX may share significant positions with broad-market funds.

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