SIRJX Mutual Fund
SIRJX Mutual Fund
SIRJX Mutual Fund
Ocean Park Tactical All Asset Fund Class I1
SIRJX Mutual Fund Overview
SIRJX Mutual Fund (Ocean Park Tactical All Asset Fund Class I1) is managed by Sierra Mutual Funds with $1.3M in net assets. SIRJX expense ratio is 2.32%, holding 55 positions across sectors including Financials. Inception date: 2012-06-07.
SIRJX performance shows a YTD return of 2.90%. The 1-year return is 8.50% and the 5-year return is 1.38%. SIRJX dividend yield stands at 2.02%, paid quarterly.
SIRJX 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 SIRJX holdings, SIRJX sectors, or SIRJX dividends.
SIRJX can be compared against other funds. Use SIRJX overlap to find shared positions, or SIRJX vs another fund for a side-by-side view. SIRJX alternatives are available via the screener, along with tax-loss harvesting opportunities.