SOIVX Mutual Fund (Spirit of America Large Cap Value Fund Institutional Class) is managed by Spirit of America with $31,386.02 in net assets. SOIVX expense ratio is 1.22%, holding 150 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2020-05-01.

SOIVX performance shows a YTD return of 12.86%. The 1-year return is 25.17% and the 5-year return is 16.03%. SOIVX dividend yield stands at 6.71%, paid semi-annually.

SOIVX 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 SOIVX holdings, sector breakdown, or dividend history.

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