SOITX Mutual Fund
SOITX Mutual Fund
Spirit of America Income Fund Institutional Class
SOITX Mutual Fund Overview
SOITX Mutual Fund (Spirit of America Income Fund Institutional Class) is managed by Spirit of America with $13,507.22 in net assets. SOITX expense ratio is 0.88%, holding 113 positions across sectors including Other, Financials, Utilities. Inception date: 2020-05-01.
SOITX performance shows a YTD return of 1.23%. The 1-year return is 5.60% and the 5-year return is 1.48%. SOITX dividend yield stands at 6.43%, paid monthly.
SOITX top holdings include Tobacco Settlement Fing Corp V Tobgen 06/46 Fixed Oid 6.706 (9.5%), City of Kansas City, Mo (5.7%), Health Care Authority For Baptist Health/the (4.4%), Metlife Inc Jr Subordina 144a 04/38 9.25 (4.1%), Muni Elec Auth Of Georgia (3.5%). View all SOITX holdings, sector breakdown, or dividend history.
SOITX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SOITX alternatives are available via the screener, along with tax-loss harvesting opportunities.