SIRZX Mutual Fund
SIRZX Mutual Fund
Ocean Park Tactical All Asset Fund Class A1
SIRZX Mutual Fund Overview
SIRZX Mutual Fund (Ocean Park Tactical All Asset Fund Class A1) is managed by Sierra Mutual Funds with $1.9M in net assets. SIRZX expense ratio is 2.32%, holding 55 positions across sectors including Financials, Unknown, Other. Inception date: 2012-06-07.
SIRZX performance shows a YTD return of 4.80%. The 1-year return is 10.48% and the 5-year return is 1.71%. SIRZX dividend yield stands at 1.96%, paid quarterly.
SIRZX 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 SIRZX holdings, sector breakdown, or dividend history.
SIRZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIRZX alternatives are available via the screener, along with tax-loss harvesting opportunities.