SOCUX Mutual Fund

NAV$19.25

AUM$32,964.02

TER2.29%

Holdings53

See how much of SOCUX you already own

Just $25 once·$99/mo·Download sample

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SOCUX Mutual Fund

NAV$19.25

Spirit of America Utilities Fund Class C

AUM$32,964.02

TER2.29%

Holdings53

See how much of SOCUX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SOCUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SOCUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOCUX Mutual Fund Overlap Analysis

SOCUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SOCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, SOCUX may share significant positions with broad-market funds.

SOCUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SOCUX tax-loss harvesting finds highly correlated but non-identical funds.