SOAVX Mutual Fund

SOAVX Mutual Fund (Spirit of America Large Cap Value Fund) is managed by Spirit of America with $249.0M in net assets. SOAVX expense ratio is 1.53%, holding 146 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-08-01.

SOAVX performance shows a YTD return of 13.90%. The 1-year return is 15.55% and the 5-year return is 14.79%. SOAVX dividend yield stands at 3.50%.

SOAVX top holdings include Nvidia Corp (14.2%), Alphabet Inc (6.0%), Apple, Inc (4.6%), Microsoft Corp (4.0%), Caterpillar, Inc. (3.7%). Go to all SOAVX holdings, SOAVX sectors, or SOAVX dividends.

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