SACRX Mutual Fund (Spirit of America Real Estate Income and Growth Fund Class C) is managed by Spirit of America with $68,761.19 in net assets. SACRX expense ratio is 2.30%, holding 97 positions across sectors including Real Estate, Industrials, Financials. Inception date: 2016-03-15.

SACRX performance shows a YTD return of 14.92%. The 1-year return is 15.16% and the 5-year return is 2.59%. SACRX dividend yield stands at 4.59%, paid semi-annually.

SACRX top holdings include Welltower Inc (10.2%), Equinix Inc. Real Estate Investment Trust (6.1%), Digital Realty Trust Inc. (5.3%), Iron Mtn Inc New Com Npv (4.9%), Prologis Inc (4.7%). View all SACRX holdings, sector breakdown, or dividend history.

SACRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SACRX alternatives are available via the screener, along with tax-loss harvesting opportunities.