SOCUX Mutual Fund

SOCUX Mutual Fund (Spirit of America Utilities Fund Class C) is managed by Spirit of America with $33,925.06 in net assets. SOCUX expense ratio is 2.29%, holding 53 positions across sectors including Utilities, Financials, Energy. Inception date: 2023-02-01.

SOCUX performance shows a YTD return of 4.42%. The 1-year return is 4.81%. SOCUX dividend yield stands at 7.26%, paid semi-annually.

SOCUX 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 SOCUX holdings, SOCUX sectors, or SOCUX dividends.

SOCUX can be compared against other funds. Use SOCUX overlap to find shared positions, or SOCUX vs another fund for a side-by-side view. SOCUX alternatives are available via the screener, along with tax-loss harvesting opportunities.