SRFQX Mutual Fund
SRFQX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Class A
SRFQX Mutual Fund Overview
SRFQX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Class A) is managed by Sierra Mutual Funds with $2.7M in net assets. SRFQX expense ratio is 1.93%, holding 63 positions across sectors including Unknown, Financials. Inception date: 2021-05-26.
SRFQX performance shows a YTD return of 3.39%. The 1-year return is 9.62% and the 5-year return is 2.33%. SRFQX dividend yield stands at 2.01%, paid quarterly.
SRFQX 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 SRFQX holdings, sector breakdown, or dividend history.
SRFQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRFQX alternatives are available via the screener, along with tax-loss harvesting opportunities.