SRFJX Mutual Fund

SRFJX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Institutional Class) is managed by Sierra Mutual Funds with $259.0M in net assets. SRFJX expense ratio is 1.69%, holding 63 positions across sectors including Financials. Inception date: 2021-05-26.

SRFJX performance shows a YTD return of 2.68%. The 1-year return is 8.80% and the 5-year return is 2.31%. SRFJX dividend yield stands at 2.24%, paid quarterly.

SRFJX top holdings include Spdr Port Sp 500 (22.5%), Pimco Inc Fnd Inst (10.3%), Vanguard Growth Etf (6.0%), Avantis International Small Cap Value ETF (5.0%), Thornburg Strategic Income Fund Class I Shs (4.7%). Go to all SRFJX holdings, SRFJX sectors, or SRFJX dividends.

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