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 $9,662.16 in net assets. SOIMX expense ratio is 0.77%, holding 106 positions across sectors including Other, Financials, Utilities. Inception date: 2020-05-01.
SOIMX performance shows a YTD return of 1.78%. The 1-year return is 5.83% and the 5-year return is 0.53%. SOIMX dividend yield stands at 3.34%, paid monthly.
SOIMX top holdings include University Neb Facs Corp 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%). View all SOIMX holdings, sector breakdown, or dividend history.
SOIMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SOIMX alternatives are available via the screener, along with tax-loss harvesting opportunities.