SOIVX Mutual Fund

SOIVX Mutual Fund (Spirit of America Large Cap Value Fund Institutional Class) is managed by Spirit of America with $32,707.17 in net assets. SOIVX expense ratio is 1.23%, holding 146 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2020-05-01.

SOIVX performance shows a YTD return of 14.09%. The 1-year return is 22.05% and the 5-year return is 14.13%. SOIVX dividend yield stands at 8.53%, paid semi-annually.

SOIVX top holdings include Nvidia Corp (13.3%), Alphabet Inc,class A (6.5%), Apple, Inc (4.6%), Caterpillar, Inc. (3.9%), Microsoft Corp (3.8%). Go to all SOIVX holdings, SOIVX sectors, or SOIVX dividends.

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