SOAVX Mutual Fund

NAV$39.51

AUM$234M

TER1.52%

Holdings150

SOAVX Mutual Fund

NAV$39.51

Spirit of America Large Cap Value Fund

AUM$234M

TER1.52%

Holdings150

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Holdings Overlap Analysis

Compare SOAVX 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 SOAVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOAVX Mutual Fund Overlap Analysis

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

SOAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, SOAVX may share significant positions with broad-market funds.

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