Spirit Of America Income FundSACTX

MUTUAL FUNDSpirit of America
Type
Mutual fund
Peer group
Municipal bond
Net assets
$43.3M
Expense ratio
1.89%
1-year return
-7.6%
3 years, a year
-7.3%
5 years, a year
-10.1%
Holdings
113

What it aims to do.

Investment Objective: The Income Fund seeks to provide high current income.

Top 10 holdings.

Holding% of fund
Tobacco Settlement Fing Corp Va9.46%
Kansas City Mo Spl Oblig5.65%
Health Care Auth For Baptist Health Ala4.40%
MET MetLife Inc.4.07%
Municipal Elec Auth Ga3.51%
MET MetLife Inc.3.00%
Cuyahoga Cnty Ohio2.61%
Pittsburgh & Allegheny Cnty Pa Sports & Exhib Auth2.48%
Virgin Islands Wtr & Pwr Auth2.47%
PECO Energy Capital Trust IV2.29%

More on SACTX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.