Spirit Of America Municipal Tax Free Bond FundSOAMX

MUTUAL FUNDSpirit of America
Type
Mutual fund
Peer group
Municipal bond
Net assets
$22.9M
Expense ratio
0.93%
1-year return
-42.1%
3 years, a year
-42.9%
5 years, a year
-44.0%
Holdings
106

What it aims to do.

Investment Objective: The Municipal Tax Free Bond Fund seeks to provide high current income that is exempt from federal income tax, including alternative minimum tax.

Top 10 holdings.

Holding% of fund
University Neb Facs Corp2.35%
Massachusetts St Hsg Fin Agy2.33%
New York N Y City Hsg Dev Corp2.19%
Fsu Finl Assistance Inc Fla2.19%
Metropolitan Pier & Exposition Auth Ill2.18%
New Jersey St Hsg & Mtg Fin Agy2.14%
Michigan Pub Edl Facs Auth2.12%
Clifton Tex Higher Ed Fin Corp2.06%
Missouri St Health & Edl Facs Auth1.99%
Philadelphia Pa1.98%

More on SOAMX.

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