SOAUX Mutual Fund
SOAUX Mutual Fund
SOAUX Mutual Fund
Spirit of America Utilities Fund Class A
SOAUX Mutual Fund Overview
SOAUX Mutual Fund (Spirit of America Utilities Fund Class A) is managed by Spirit of America with $56.9M in net assets. SOAUX expense ratio is 1.53%, holding 53 positions across sectors including Utilities, Financials, Energy. Inception date: 2023-02-01.
SOAUX performance shows a YTD return of 4.89%. The 1-year return is 5.60%. SOAUX dividend yield stands at 8.11%, paid semi-annually.
SOAUX top holdings include Nextera Energy Inc (5.6%), Entergy Corp. (4.7%), Duke Energy Corp (4.3%), Dte Energy Co. (3.9%), Ppl Corp (Utilities) (3.9%). Go to all SOAUX holdings, SOAUX sectors, or SOAUX dividends.
SOAUX can be compared against other funds. Use SOAUX overlap to find shared positions, or SOAUX vs another fund for a side-by-side view. SOAUX alternatives are available via the screener, along with tax-loss harvesting opportunities.