SOCUX Mutual Fund (Spirit of America Utilities Fund Class C) is managed by Spirit of America with $35,103.07 in net assets. SOCUX expense ratio is 2.29%, holding 53 positions across sectors including Utilities, Financials, Energy. Inception date: 2023-02-01.

SOCUX performance shows a YTD return of 6.42%. The 1-year return is 12.89%. SOCUX dividend yield stands at 3.51%, paid semi-annually.

SOCUX top holdings include Nextera Energy Inc. (5.6%), Entergy Corp. (4.7%), Duke Energy Corp (4.3%), Dte Energy Company (3.9%), Ppl Corporation (3.9%). View all SOCUX holdings, sector breakdown, or dividend history.

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