SOIUX Mutual Fund

SOIUX Mutual Fund (Spirit of America Utilities Fund Class Institutional) is managed by Spirit of America with $14,215.01 in net assets. SOIUX expense ratio is 1.28%, holding 53 positions across sectors including Utilities, Financials, Energy. Inception date: 2023-02-01.

SOIUX performance shows a YTD return of 5.06%. The 1-year return is 5.88%. SOIUX dividend yield stands at 8.34%, paid semi-annually.

SOIUX top holdings include Nextera Energy Inc. (5.6%), Entergy Corp. (4.7%), Duke Energy Corp (4.3%), Dte Energy Company (3.9%), Ppl Corp (3.9%). Go to all SOIUX holdings, SOIUX sectors, or SOIUX dividends.

SOIUX can be compared against other funds. Use SOIUX overlap to find shared positions, or SOIUX vs another fund for a side-by-side view. SOIUX alternatives are available via the screener, along with tax-loss harvesting opportunities.