SIRIX Mutual Fund

SIRIX Mutual Fund (Ocean Park Tactical All Asset Fund Investor Class) is managed by Sierra Mutual Funds with $3.6M in net assets. SIRIX expense ratio is 2.17%, holding 55 positions across sectors including Financials. Inception date: 2007-12-24.

SIRIX performance shows a YTD return of 2.99%. The 1-year return is 8.67% and the 5-year return is 1.53%. SIRIX dividend yield stands at 2.17%, paid quarterly.

SIRIX 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 SIRIX holdings, SIRIX sectors, or SIRIX dividends.

SIRIX can be compared against other funds. Use SIRIX overlap to find shared positions, or SIRIX vs another fund for a side-by-side view. SIRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.