SACEX Mutual Fund

SACEX Mutual Fund (Spirit of America Energy Fund Class C) is managed by Spirit of America with $1.5M in net assets. SACEX expense ratio is 2.27%, holding 68 positions across sectors including Energy, Utilities, Industrials. Inception date: 2016-03-15.

SACEX performance shows a YTD return of 31.85%. The 1-year return is 30.59% and the 5-year return is 21.62%. SACEX dividend yield stands at 13.63%.

SACEX top holdings include Valero Energy (7.1%), Marathon Petroleum Corp (7.0%), Phillips 66 (5.8%), Targa Resources Corp Preferred (4.8%), Williams Cos. Inc. (4.6%). Go to all SACEX holdings, SACEX sectors, or SACEX dividends.

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