SOAUX Mutual Fund
SOAUX Mutual Fund
NAV$19.07
AUM$53M
TER1.53%
Holdings55
See how much of SOAUX you already own
SOAUX Mutual Fund
NAV$19.07
Spirit of America Utilities Fund Class A
AUM$53M
TER1.53%
Holdings55
See how much of SOAUX you already own
SOAUX Mutual Fund Sector Allocation
SOAUX sector allocation breaks down across Utilities (91.4%), Energy (3.9%), Industrials (2.3%), Financials (2.1%). Across 55 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SOAUX sector exposure is important for understanding concentration risk. With Utilities at 91.4%, the fund has significant sector concentration.
SOAUX by country shows geographic exposure. SOAUX overlap reveals how sector exposure compares with other funds.