SOAUX Mutual Fund (Spirit of America Utilities Fund Class A) is managed by Spirit of America with $59.6M in net assets. SOAUX expense ratio is 1.54%, holding 53 positions across sectors including Unknown. Inception date: 2023-02-01.

SOAUX performance shows a YTD return of 6.81%. The 1-year return is 13.76%. SOAUX dividend yield stands at 3.94%, paid semi-annually.

SOAUX top holdings include NEE (5.6%), ETR (4.7%), DUK (4.3%), DTE (3.9%), PPL (3.9%). View all SOAUX holdings, sector breakdown, or dividend history.

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