SOAAX ETF (Spirit of America Real Estate Income and Growth Fund Class A) is managed by Spirit of America with $69.8M in net assets. SOAAX expense ratio is 1.60%, holding 100 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 1998-01-09.

SOAAX performance shows a YTD return of 2.75%. The 1-year return is 1.57% and the 5-year return is 3.97%. SOAAX dividend yield stands at 9.60%, paid semi-annually.

SOAAX top holdings include Welltower Inc. (8.7%), Equinix Inc. Real Estate Investment Trust (5.6%), Digital Realty Trust Inc. (5.5%), Iron Mtn Inc New Com Npv (4.7%), AvalonBay Communities Inc (4.6%). View all SOAAX holdings, sector breakdown, or dividend history.

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