SRTJX Mutual Fund
SRTJX Mutual Fund
Ocean Park Tactical Risk Spectrum 30 Fund Class Institutional
SRTJX Mutual Fund Overview
SRTJX Mutual Fund (Ocean Park Tactical Risk Spectrum 30 Fund Class Institutional) is managed by Sierra Mutual Funds with $156.9M in net assets. SRTJX expense ratio is 1.77%, holding 64 positions across sectors including Unknown, Financials, Other. Inception date: 2022-09-30.
SRTJX performance shows a YTD return of 1.86%. The 1-year return is 6.63%. SRTJX dividend yield stands at 3.01%, paid quarterly.
SRTJX top holdings include Pimco-Income-Ins (13.4%), Spdr(R) Portfolio S&P 500(R) Etf (12.2%), Vanguard Total Bond Market ETF (6.1%), Thrnb-Str In-I (5.8%), Invesco Senior Loan ETF (4.7%). View all SRTJX holdings, sector breakdown, or dividend history.
SRTJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRTJX alternatives are available via the screener, along with tax-loss harvesting opportunities.