SOCUX Mutual Fund

SOCUX Mutual Fund (Spirit of America Utilities Fund Class C) is managed by Spirit of America with $32,726.83 in net assets. SOCUX expense ratio is 2.29%, holding 55 positions across sectors including Utilities, Energy, Industrials. Inception date: 2023-02-01.

SOCUX performance shows a YTD return of -6.15%. The 1-year return is -7.33%. SOCUX dividend yield stands at 7.99%.

SOCUX 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 SOCUX holdings, SOCUX sectors, or SOCUX dividends.

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