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. 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 2.03%, paid quarterly.
SRFQX 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 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.