SOAIX Mutual Fund (Spirit of America Income Fund Class A) is managed by Spirit of America with $39.7M in net assets. SOAIX expense ratio is 1.13%, holding 113 positions across sectors including Other, Financials, Utilities. Inception date: 2008-12-31.

SOAIX performance shows a YTD return of 1.21%. The 1-year return is 5.45% and the 5-year return is 1.02%. SOAIX dividend yield stands at 6.22%, paid monthly.

SOAIX top holdings include Tobacco Settlement Fing Corp V Tobgen 06/46 Fixed Oid 6.706 (9.5%), City of Kansas City, Mo (5.7%), Health Care Authority For Baptist Health/the (4.4%), Metlife Inc Jr Subordina 144a 04/38 9.25 (4.1%), Muni Elec Auth Of Georgia (3.5%). View all SOAIX holdings, sector breakdown, or dividend history.

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