SRFQX Mutual Fund
SRFQX Mutual Fund
SRFQX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Class A
SRFQX Mutual Fund Overview
SRFQX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Class A) is managed by Sierra Mutual Funds with $2.8M in net assets. SRFQX expense ratio is 1.93%, holding 63 positions across sectors including Financials, Industrials. Inception date: 2021-05-26.
SRFQX performance shows a YTD return of 2.54%. The 1-year return is 8.52% and the 5-year return is 2.04%. SRFQX dividend yield stands at 2.01%, paid quarterly.
SRFQX top holdings include Spdr Port Sp 500 (23.6%), Thornburg Strategic Income Fund Class I Shs (5.0%), Thrnb-Inc Bld-I (4.5%), Pimco Multisector Bond Active Etf (3.9%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (3.5%). Go to all SRFQX holdings, SRFQX sectors, or SRFQX dividends.
SRFQX can be compared against other funds. Use SRFQX overlap to find shared positions, or SRFQX vs another fund for a side-by-side view. SRFQX alternatives are available via the screener, along with tax-loss harvesting opportunities.