SOAUX Mutual Fund

SOAUX Mutual Fund (Spirit of America Utilities Fund Class A) is managed by Spirit of America with $58.5M 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 Company (3.9%), Ppl Corp (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.