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SOAEX
Spirit of America Energy Fund
Analysis
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Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SOAEX Mutual Fund Holdings Information

Compare
Holdings Count
77
Total Assets
226.30M
Top 10 Percentage
54.38%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
77 Holdings
77 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
USD_CASH
Morgan Stanley Institutional Liquidity Funds
7.35%
$14.81M
―
―
―
―
―
WMB
Williams Companies
6.48%
$13.05M
―
$72.06B
50.36%
9 Buy
5 Hold
0 Sell
Moderate Buy
―
OKE
Oneok Inc
6.07%
$12.23M
―
$53.91B
6.48%
7 Buy
5 Hold
0 Sell
Moderate Buy
―
TRGP
Targa Resources Corp.
5.71%
$11.50M
―
$38.65B
51.99%
14 Buy
1 Hold
0 Sell
Strong Buy
―
ET
Energy Transfer Equity
5.53%
$11.16M
―
$59.87B
9.34%
10 Buy
1 Hold
0 Sell
Strong Buy
―
KMI
Kinder Morgan Inc
4.83%
$9.74M
―
$59.66B
43.74%
7 Buy
7 Hold
0 Sell
Moderate Buy
―
CVX
Chevron
4.74%
$9.56M
―
$242.32B
-16.37%
9 Buy
6 Hold
1 Sell
Moderate Buy
―
PSX
Phillips 66 (PSX)
4.68%
$9.44M
―
$42.36B
-31.33%
10 Buy
7 Hold
0 Sell
Moderate Buy
―
XOM
Exxon Mobil Corp.
4.50%
$9.06M
―
$469.60B
-7.96%
11 Buy
5 Hold
0 Sell
Moderate Buy
―
VLO
Valero Energy Corporation
4.49%
$9.06M
―
$35.66B
-31.32%
13 Buy
1 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

97.62%Energy1.55%Utilities0.67%Industrials0.15%Real Estate0.01%Financial97.62%Energy
Energy
97.62%
Utilities
1.55%
Industrials
0.67%
Real Estate
0.15%
Financial
0.01%

Countries Breakdown

88.32%United States3.78%Canada88.32%United States
United States
88.32%
Canada
3.78%

Breakdown By Smart Score

13.83%Outperform1016.58%Outperform913.29%Outperform819.09%Neutral712.77%Neutral68.74%Neutral513.36%Neutral41.08%Underperform31.25%Underperform28
The weighted average smart score of the SOAEX Mutual Fund is 8
10
13.83%
9
16.58%
8
13.29%
7
19.09%
6
12.77%
5
8.74%
4
13.36%
3
1.08%
2
1.25%
1
0.00%

SOAEX Mutual Funds FAQ

What are Mutual Funds SOAEX’s top 3 holdings?
SOAEX’s top 3 holdings are USD_CASH, WMB, OKE.
    What is Mutual Funds SOAEX’s holdings count?
    Mutual Funds SOAEX’s is holdings 77 different assets.
      What are the total assets of Mutual Funds SOAEX?
      Mutual Funds SOAEX’s total assets are 226.30M.

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