SIRIX Mutual Fund
SIRIX Mutual Fund
Ocean Park Tactical All Asset Fund Investor Class
SIRIX Mutual Fund Overview
SIRIX Mutual Fund (Ocean Park Tactical All Asset Fund Investor Class) is managed by Sierra Mutual Funds with $3.9M in net assets. SIRIX expense ratio is 2.17%, holding 55 positions across sectors including Financials, Unknown, Other. Inception date: 2007-12-24.
SIRIX performance shows a YTD return of 4.90%. The 1-year return is 10.64% and the 5-year return is 1.87%. SIRIX dividend yield stands at 2.13%, paid quarterly.
SIRIX 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 SIRIX holdings, sector breakdown, or dividend history.
SIRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.