SRSJX Mutual Fund
SRSJX Mutual Fund
SRSJX Mutual Fund
Ocean Park Tactical Risk Spectrum 70 Fund Class Institutional
SRSJX Mutual Fund Overview
SRSJX Mutual Fund (Ocean Park Tactical Risk Spectrum 70 Fund Class Institutional) is managed by Sierra Mutual Funds with $87.4M in net assets. SRSJX expense ratio is 1.64%, holding 39 positions across sectors including Financials, Industrials. Inception date: 2023-03-31.
SRSJX performance shows a YTD return of 2.83%. The 1-year return is 5.01%. SRSJX dividend yield stands at 1.56%, paid quarterly.
SRSJX top holdings include SPDR Portfolio Large Cap ETF (21.4%), Invesco Senior Loan ETF (11.6%), Thrnb-Inc Bld-I (5.5%), Ishares International Select D (idv) (4.3%), First Eagle Small Cap Opportunity I (3.7%). Go to all SRSJX holdings, SRSJX sectors, or SRSJX dividends.
SRSJX can be compared against other funds. Use SRSJX overlap to find shared positions, or SRSJX vs another fund for a side-by-side view. SRSJX alternatives are available via the screener, along with tax-loss harvesting opportunities.