SRFNX Mutual Fund
SRFNX Mutual Fund
SRFNX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Investor Class
SRFNX Mutual Fund Overview
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 72 positions across sectors including Financials, Industrials. Inception date: 2021-05-26.
SRFNX performance shows a YTD return of 3.48%. The 1-year return is 7.35% and the 5-year return is 1.91%. SRFNX dividend yield stands at 1.79%, paid quarterly.
SRFNX top holdings include Spdr Port Sp 500 (23.1%), Thornburg Strategic Income Fund Class I Shs (5.1%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (4.5%), Thrnb-Inc Bld-I (4.5%), Pimco Multisector Bond Active Etf (3.9%). 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.