SACEX Mutual Fund (Spirit of America Energy Fund Class C) is managed by Spirit of America with $1.4M in net assets. SACEX expense ratio is 2.27%, holding 67 positions across sectors including Energy, Utilities, Industrials. Inception date: 2016-03-15.

SACEX performance shows a YTD return of 20.56%. The 1-year return is 25.15% and the 5-year return is 16.80%. SACEX dividend yield stands at 14.91%, paid monthly.

SACEX top holdings include Williams Cos. Inc. (5.5%), Valero Energy Corp (5.2%), Marathon Petroleum Corporation (4.8%), Kinder Morgan, Inc. Class P (4.6%), Exxon Mobil Corp. (4.5%). View all SACEX holdings, sector breakdown, or dividend history.

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