SOCUX Mutual Fund
NAV$20.88
AUM$35,035.17
TER2.29%
Holdings53
SOCUX Mutual Fund
NAV$20.88
Spirit of America Utilities Fund Class C
AUM$35,035.17
TER2.29%
Holdings53
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SOCUX Mutual Fund Performance
SOCUX performance across multiple time periods: 1-month 2.59%, YTD 6.42%, 1-year 12.89%, 3-year 13.58%.
SOCUX returns trail the peer average of 9.51% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.
SOCUX performance comparison shows side-by-side returns with another fund. SOCUX alternatives are available in the Mutual Fund Screener.