SOAUX Mutual Fund

NAV$21.87

AUM$60M

TER1.54%

Holdings53

SOAUX Mutual Fund

NAV$21.87

Spirit of America Utilities Fund Class A

AUM$60M

TER1.54%

Holdings53

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Holdings Overlap Analysis

Compare SOAUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SOAUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOAUX Mutual Fund Overlap Analysis

SOAUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SOAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, SOAUX may share significant positions with broad-market funds.

SOAUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SOAUX tax-loss harvesting finds highly correlated but non-identical funds.