SRFNX Mutual Fund

SRFNX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Investor Class) is managed by Sierra Mutual Funds with $1.1M in net assets. SRFNX expense ratio is 2.09%, holding 63 positions across sectors including Financials. Inception date: 2021-05-26.

SRFNX performance shows a YTD return of 2.43%. The 1-year return is 8.36% and the 5-year return is 1.91%. SRFNX dividend yield stands at 1.81%, paid quarterly.

SRFNX 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 SRFNX holdings, SRFNX sectors, or SRFNX dividends.

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