SOIMX Mutual Fund Analysis & Holdings | MarketXLS

SOIMX Mutual Fund

NAV$8.49

AUM$9,662.16

TER0.77%

Holdings106

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SOIMX Mutual Fund

NAV$8.49

Spirit of America Municipal Tax Free Bond Fund Class institutional Class

AUM$9,662.16

TER0.77%

Holdings106

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare SOIMX 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 SOIMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOIMX Mutual Fund Overlap Analysis

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

SOIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, SOIMX may share significant positions with broad-market funds.

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