SIRZX Mutual Fund
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. Inception date: 2012-06-07.
SIRZX performance shows a YTD return of 2.92%. The 1-year return is 8.54% and the 5-year return is 1.39%. SIRZX dividend yield stands at 2.00%, paid quarterly.
SIRZX 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 SIRZX holdings, SIRZX sectors, or SIRZX dividends.
SIRZX can be compared against other funds. Use SIRZX overlap to find shared positions, or SIRZX vs another fund for a side-by-side view. SIRZX alternatives are available via the screener, along with tax-loss harvesting opportunities.