SOIUX Mutual Fund (Spirit of America Utilities Fund Class Institutional) is managed by Spirit of America with $14,695.83 in net assets. SOIUX expense ratio is 1.29%, holding 53 positions across sectors including Utilities, Financials, Energy. Inception date: 2023-02-01.

SOIUX performance shows a YTD return of 6.93%. The 1-year return is 14.06%. SOIUX dividend yield stands at 4.05%, paid semi-annually.

SOIUX top holdings include Nextera Energy Inc. (5.6%), Entergy Corp. (4.7%), Duke Energy Corp (4.3%), Dte Energy Company (3.9%), Ppl Corporation (3.9%). View all SOIUX holdings, sector breakdown, or dividend history.

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