SIRAX Mutual Fund
SIRAX Mutual Fund
Ocean Park Tactical All Asset Fund Class A
SIRAX Mutual Fund Overview
SIRAX Mutual Fund (Ocean Park Tactical All Asset Fund Class A) is managed by Sierra Mutual Funds with $13.8M in net assets. SIRAX expense ratio is 2.17%, holding 55 positions across sectors including Financials, Unknown, Other. Inception date: 2007-12-24.
SIRAX performance shows a YTD return of 4.90%. The 1-year return is 10.63% and the 5-year return is 1.86%. SIRAX dividend yield stands at 2.14%, paid quarterly.
SIRAX top holdings include First American Government Obligations Fund (39.6%), Spdr(R) Portfolio S&P 500(R) Etf (16.0%), Thrnb-Str In-I (5.2%), Principal Preferred Securities Fund (4.1%), Thrnb-Inc Bld-I (4.0%). View all SIRAX holdings, sector breakdown, or dividend history.
SIRAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.