SIRAX Mutual Fund
SIRAX Mutual Fund
SIRAX Mutual Fund
Ocean Park Tactical All Asset Fund Class A
SIRAX Mutual Fund Overview
SIRAX Mutual Fund (Ocean Park Tactical All Asset Fund Class A) is managed by Sierra Mutual Funds with $13.5M in net assets. SIRAX expense ratio is 2.17%, holding 55 positions across sectors including Financials. Inception date: 2007-12-24.
SIRAX performance shows a YTD return of 2.99%. The 1-year return is 8.67% and the 5-year return is 1.53%. SIRAX dividend yield stands at 2.18%, paid quarterly.
SIRAX top holdings include First American Government Obligations Fund (39.6%), Spdr Port Sp 500 (16.0%), Thornburg Strategic Income Fund Class I Shs (5.2%), Principal Preferred Securities Fund (4.1%), Thrnb-Inc Bld-I (4.0%). Go to all SIRAX holdings, SIRAX sectors, or SIRAX dividends.
SIRAX can be compared against other funds. Use SIRAX overlap to find shared positions, or SIRAX vs another fund for a side-by-side view. SIRAX alternatives are available via the screener, along with tax-loss harvesting opportunities.