SOAEX Mutual Fund
SOAEX Mutual Fund
NAV$15.03
AUM$182M
TER1.52%
Holdings68
See how much of SOAEX you already own
SOAEX Mutual Fund
NAV$15.03
Spirit of America Energy Fund
AUM$182M
TER1.52%
Holdings68
See how much of SOAEX you already own
SOAEX Mutual Fund Sector Allocation
SOAEX sector allocation breaks down across Energy (89.2%), Utilities (3.9%), Industrials (3.2%), Real Estate (2.1%), Information Technology (0.1%). Across 68 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SOAEX sector exposure is important for understanding concentration risk. With Energy at 89.2%, the fund has significant sector concentration.
SOAEX by country shows geographic exposure. SOAEX overlap reveals how sector exposure compares with other funds.