SRFKX Mutual Fund

SRFKX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Class C) is managed by Sierra Mutual Funds with $2.0M in net assets. SRFKX expense ratio is 2.69%, holding 63 positions across sectors including Financials. Inception date: 2021-05-26.

SRFKX performance shows a YTD return of 2.12%. The 1-year return is 7.72% and the 5-year return is 1.29%. SRFKX dividend yield stands at 1.30%, paid quarterly.

SRFKX 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 SRFKX holdings, SRFKX sectors, or SRFKX dividends.

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