SOAVX Mutual Fund (Spirit of America Large Cap Value Fund) is managed by Spirit of America with $234.2M in net assets. SOAVX expense ratio is 1.52%, holding 150 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2002-08-01.

SOAVX performance shows a YTD return of 12.67%. The 1-year return is 24.78% and the 5-year return is 15.68%. SOAVX dividend yield stands at 6.57%, paid semi-annually.

SOAVX top holdings include Nvidia Corp. (13.6%), Alphabet Inc Common Stock USD 0.001 (6.1%), Apple, Inc (4.4%), Caterpillar Inc (3.8%), Microsoft Corp 4.100 Feb 06 37 (3.4%). View all SOAVX holdings, sector breakdown, or dividend history.

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