SOCUX Mutual Fund

SOCUX Mutual Fund (Spirit of America Utilities Fund Class C) is managed by Spirit of America with $32,964.02 in net assets. SOCUX expense ratio is 2.29%, holding 53 positions across sectors including Utilities, Energy, Financials. 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 7.54%, paid semi-annually.

SOCUX top holdings include Nextera Energy Inc (5.3%), Entergy Corp. (4.7%), Duke Energy Corp (4.2%), Dte Energy Co. (4.1%), Ppl Corp (Utilities) (3.7%). 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.