SACVX Mutual Fund (Spirit of America Large Cap Value Fund Class C) is managed by Spirit of America with $425,711.79 in net assets. SACVX expense ratio is 2.22%, holding 150 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2016-03-15.

SACVX performance shows a YTD return of 12.29%. The 1-year return is 23.91% and the 5-year return is 14.87%. SACVX dividend yield stands at 6.25%, paid semi-annually.

SACVX top holdings include Nvidia Corp (13.6%), 'alphabet Inc., Class 'a'' (6.1%), Apple Inc (4.4%), Caterpillar, Inc. (3.8%), Microsoft Corp 4.100 Feb 06 37 (3.4%). View all SACVX holdings, sector breakdown, or dividend history.

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