SIRJX Mutual Fund
SIRJX Mutual Fund
Ocean Park Tactical All Asset Fund Class I1
SIRJX Mutual Fund Overview
SIRJX Mutual Fund (Ocean Park Tactical All Asset Fund Class I1) is managed by Sierra Mutual Funds with $1.3M in net assets. SIRJX expense ratio is 2.32%, holding 55 positions across sectors including Financials, Unknown, Other. Inception date: 2012-06-07.
SIRJX performance shows a YTD return of 4.84%. The 1-year return is 10.49% and the 5-year return is 1.79%. SIRJX dividend yield stands at 1.98%, paid quarterly.
SIRJX 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 SIRJX holdings, sector breakdown, or dividend history.
SIRJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIRJX alternatives are available via the screener, along with tax-loss harvesting opportunities.