SOIMX Mutual Fund
SOIMX Mutual Fund
SOIMX Mutual Fund
Spirit of America Municipal Tax Free Bond Fund Class institutional Class
SOIMX Mutual Fund Overview
SOIMX Mutual Fund (Spirit of America Municipal Tax Free Bond Fund Class institutional Class) is managed by Spirit of America with $9,722.33 in net assets. SOIMX expense ratio is 0.77%, holding 106 positions across sectors including Financials, Utilities, Industrials. Inception date: 2020-05-01.
SOIMX performance shows a YTD return of 0.45%. The 1-year return is 4.64% and the 5-year return is 0.17%. SOIMX dividend yield stands at 3.43%, paid monthly.
SOIMX top holdings include University Ne Facs Corp Rev 2062-07-15 (2.4%), Massachusetts Housing Finance Agency (2.3%), Fsu Financial Assistance, Inc. (2.2%), New York City Housing Development Corp. (2.2%), Met Pier And Expo 5% 6/15/2050 Q (2.2%). Go to all SOIMX holdings, SOIMX sectors, or SOIMX dividends.
SOIMX can be compared against other funds. Use SOIMX overlap to find shared positions, or SOIMX vs another fund for a side-by-side view. SOIMX alternatives are available via the screener, along with tax-loss harvesting opportunities.