SOIVX Mutual Fund
SOIVX Mutual Fund
SOIVX Mutual Fund
Spirit of America Large Cap Value Fund Institutional Class
SOIVX Mutual Fund Overview
SOIVX Mutual Fund (Spirit of America Large Cap Value Fund Institutional Class) is managed by Spirit of America with $33,178.84 in net assets. SOIVX expense ratio is 1.23%, holding 150 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2020-05-01.
SOIVX performance shows a YTD return of 10.72%. The 1-year return is 19.01% and the 5-year return is 15.13%. SOIVX dividend yield stands at 8.78%, paid semi-annually.
SOIVX top holdings include Nvidia Corp. (13.6%), Alphabet Inc Common Stock USD 0.001 (6.1%), Apple, Inc (4.4%), Caterpillar, Inc. (3.8%), Microsoft Corp (3.4%). 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.