SRSJX Mutual Fund
SRSJX Mutual Fund
Ocean Park Tactical Risk Spectrum 70 Fund Class Institutional
SRSJX Mutual Fund Overview
SRSJX Mutual Fund (Ocean Park Tactical Risk Spectrum 70 Fund Class Institutional) is managed by Sierra Mutual Funds with $84.6M in net assets. SRSJX expense ratio is 1.64%, holding 55 positions across sectors including Financials, Unknown. Inception date: 2023-03-31.
SRSJX performance shows a YTD return of 5.22%. The 1-year return is 12.82%. SRSJX dividend yield stands at 1.44%, paid quarterly.
SRSJX top holdings include Spdr(R) Portfolio S&P 500(R) Etf (22.5%), Vanguard Grw Etf (8.4%), Avantis International Small Cap Value ETF (7.0%), Vanguard Mid-cap Growth Etf (6.5%), Thrnb-Inc Bld-I (3.4%). View all SRSJX holdings, sector breakdown, or dividend history.
SRSJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRSJX alternatives are available via the screener, along with tax-loss harvesting opportunities.