SOCUX Mutual Fund
SOCUX Mutual Fund
NAV$19.25
AUM$32,964.02
TER2.29%
Holdings53
See how much of SOCUX you already own
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
SOCUX Mutual Fund Sector Allocation
SOCUX sector allocation breaks down across Utilities (91.1%), Energy (3.8%), Financials (2.5%), Industrials (2.2%). Across 53 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SOCUX sector exposure is important for understanding concentration risk. With Utilities at 91.1%, the fund has significant sector concentration.
SOCUX by country shows geographic exposure. SOCUX overlap reveals how sector exposure compares with other funds.