SRFKX Mutual Fund
SRFKX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Class C
SRFKX Mutual Fund Overview
SRFKX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Class C) is managed by Sierra Mutual Funds with $1.5M in net assets. SRFKX expense ratio is 2.69%, holding 63 positions across sectors including Unknown, Financials. Inception date: 2021-05-26.
SRFKX performance shows a YTD return of 3.02%. The 1-year return is 8.80% and the 5-year return is 1.57%. SRFKX dividend yield stands at 1.29%, paid quarterly.
SRFKX 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 SRFKX holdings, sector breakdown, or dividend history.
SRFKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRFKX alternatives are available via the screener, along with tax-loss harvesting opportunities.