SOIUX Mutual Fund
SOIUX Mutual Fund
NAV$20.22
AUM$13,735.86
TER1.28%
Holdings55
See how much of SOIUX you already own
SOIUX Mutual Fund
NAV$20.22
Spirit of America Utilities Fund Class Institutional
AUM$13,735.86
TER1.28%
Holdings55
See how much of SOIUX you already own
SOIUX Mutual Fund Sector Allocation
SOIUX 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.
SOIUX sector exposure is important for understanding concentration risk. With Utilities at 91.4%, the fund has significant sector concentration.
SOIUX by country shows geographic exposure. SOIUX overlap reveals how sector exposure compares with other funds.