SOCUX Mutual Fund
SOCUX Mutual Fund
NAV$20.32
AUM$32,726.83
TER2.29%
Holdings55
See how much of SOCUX you already own
SOCUX Mutual Fund
NAV$20.32
Spirit of America Utilities Fund Class C
AUM$32,726.83
TER2.29%
Holdings55
See how much of SOCUX you already own
SOCUX Mutual Fund Sector Allocation
SOCUX sector allocation breaks down across Utilities (91.4%), Energy (3.9%), Industrials (2.3%), Financials (2.1%). Across 55 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SOCUX sector exposure is important for understanding concentration risk. With Utilities at 91.4%, the fund has significant sector concentration.
SOCUX by country shows geographic exposure. SOCUX overlap reveals how sector exposure compares with other funds.