SIRRX Mutual Fund
SIRRX Mutual Fund
Ocean Park Tactical All Asset Fund Institutional Class
SIRRX Mutual Fund Overview
SIRRX Mutual Fund (Ocean Park Tactical All Asset Fund Institutional Class) is managed by Sierra Mutual Funds with $333.7M in net assets. SIRRX expense ratio is 1.92%, holding 55 positions across sectors including Financials, Unknown, Other. Inception date: 2007-12-24.
SIRRX performance shows a YTD return of 5.03%. The 1-year return is 10.92% and the 5-year return is 2.12%. SIRRX dividend yield stands at 2.40%, paid quarterly.
SIRRX 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 SIRRX holdings, sector breakdown, or dividend history.
SIRRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIRRX alternatives are available via the screener, along with tax-loss harvesting opportunities.