SOIVX Mutual Fund

NAV$38.82

AUM$31,386.02

TER1.22%

Holdings150

SOIVX Mutual Fund

NAV$38.82

Spirit of America Large Cap Value Fund Institutional Class

AUM$31,386.02

TER1.22%

Holdings150

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Holdings Overlap Analysis

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

SOIVX Mutual Fund Overlap Analysis

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

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

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