SIRCX Mutual Fund
SIRCX Mutual Fund
Ocean Park Tactical All Asset Fund Class C
SIRCX Mutual Fund Overview
SIRCX Mutual Fund (Ocean Park Tactical All Asset Fund Class C) is managed by Sierra Mutual Funds with $21.7M in net assets. SIRCX expense ratio is 2.92%, holding 55 positions across sectors including Financials, Unknown, Other. Inception date: 2010-02-05.
SIRCX performance shows a YTD return of 4.52%. The 1-year return is 9.78% and the 5-year return is 1.09%. SIRCX dividend yield stands at 1.39%, paid quarterly.
SIRCX 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 SIRCX holdings, sector breakdown, or dividend history.
SIRCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.