- What does SOHL invest in?
- Southern Trust Securities Holding Corp., established in 1998 and based in Coral Gables, Florida, delivers a comprehensive suite of financial services throughout the United States via its various subsidiaries. The firm offers a wide array of client solutions, including brokerage, investment banking, asset management, and investment advisory services. Clients are provided with access to both domestic and international equity and options markets. Additionally, the company facilitates trading in a diverse range of fixed-income instruments, such as corporate bonds, government securities, agency debt, municipal obligations, and emerging market debt. Its product offerings also feature fixed and variable annuities, life insurance, and a variety of domestic and international mutual funds. Southern Trust actively manages numerous retirement savings vehicles, including 401(k)s, 403(b)s, and individual retirement accounts. The corporation extends its expertise in portfolio management to a broad clientele, which includes individual investors, pension funds, retirement plans, foundations, trusts, and corporate entities. It also provides specialized corporate services, assisting with the disposition of restricted stock and the exercise of stock options, and offers offshore solutions that enable client access to foreign trusts and corporations. Within its investment banking division, Southern Trust advises on mergers and acquisitions, develops and executes both conventional and innovative securities transaction structures, and arranges private placements. These placements can either be convertible into publicly traded shares or are designed to bridge companies to public markets through reverse mergers with existing public shell corporations. Furthermore, the company is actively involved in the precious metals market, trading in commodities like gold, silver, platinum, and palladium.
- What is the expense ratio of SOHL?
- An expense ratio for Southern Trust Securities Holding Corp. (SOHL) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- What is the duration of SOHL?
- Effective duration measures SOHL's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. SOHL's current duration is published on the fund's factsheet on the issuer's website.
- What is the credit quality of SOHL?
- SOHL's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.
- What is the yield to maturity of SOHL?
- Yield to maturity (YTM) is the total return you'd earn from SOHL if every bond in the portfolio is held to maturity at the current price. SOHL's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.
- How big is SOHL?
- Southern Trust Securities Holding Corp. (SOHL) manages $228,215 in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
