SOITX Mutual Fund

NAV$9.84

AUM$13,507.22

TER0.88%

Holdings113

SOITX Mutual Fund

NAV$9.84

Spirit of America Income Fund Institutional Class

AUM$13,507.22

TER0.88%

Holdings113

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

Compare SOITX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SOITX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOITX Mutual Fund Overlap Analysis

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

SOITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, SOITX may share significant positions with broad-market funds.

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