SOAUX Mutual Fund

SOAUX Mutual Fund (Spirit of America Utilities Fund Class A) is managed by Spirit of America with $53.2M in net assets. SOAUX expense ratio is 1.53%, holding 55 positions across sectors including Utilities, Energy, Industrials. Inception date: 2023-02-01.

SOAUX performance shows a YTD return of 1.14%. The 1-year return is 2.92%. SOAUX dividend yield stands at 8.42%, paid semi-annually.

SOAUX top holdings include Nextera Energy Inc (5.4%), Entergy Corp. (4.6%), Duke Energy Corp (4.3%), Dte Energy Co. (3.9%), Ppl Corp (Utilities) (3.7%). Go to all SOAUX holdings, SOAUX sectors, or SOAUX dividends.

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