SRFJX Mutual Fund
SRFJX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Institutional Class
SRFJX Mutual Fund Overview
SRFJX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Institutional Class) is managed by Sierra Mutual Funds with $255.9M in net assets. SRFJX expense ratio is 1.69%, holding 63 positions across sectors including Unknown, Financials. Inception date: 2021-05-26.
SRFJX performance shows a YTD return of 3.50%. The 1-year return is 9.85% and the 5-year return is 2.58%. SRFJX dividend yield stands at 2.23%, paid quarterly.
SRFJX top holdings include Spdr(R) Portfolio S&P 500(R) Etf (22.5%), Pimco-Income-Ins (10.3%), Vanguard Grw Etf (6.0%), Avantis International Small Cap Value ETF (5.0%), Thrnb-Str In-I (4.7%). View all SRFJX holdings, sector breakdown, or dividend history.
SRFJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.