SRFNX Mutual Fund
SRFNX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Investor Class
SRFNX Mutual Fund Overview
SRFNX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Investor Class) is managed by Sierra Mutual Funds with $1.1M in net assets. SRFNX expense ratio is 2.09%, holding 63 positions across sectors including Unknown, Financials. Inception date: 2021-05-26.
SRFNX performance shows a YTD return of 3.32%. The 1-year return is 9.45% and the 5-year return is 2.21%. SRFNX dividend yield stands at 1.79%, paid quarterly.
SRFNX top holdings include Spdr(R) Portfolio S&P 500(R) Etf (22.5%), Pimco-Income-Ins (10.3%), Vanguard Grw Etf (6.0%), Avantis International Small Cap Value ETF (5.0%), Thrnb-Str In-I (4.7%). View all SRFNX holdings, sector breakdown, or dividend history.
SRFNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRFNX alternatives are available via the screener, along with tax-loss harvesting opportunities.