SRSNX Mutual Fund

SRSNX Mutual Fund (Ocean Park Tactical Risk Spectrum 70 Fund Class Investor) is managed by Sierra Mutual Funds with $49,405.14 in net assets. SRSNX expense ratio is 2.04%, holding 55 positions across sectors including Financials. Inception date: 2023-03-31.

SRSNX performance shows a YTD return of 3.75%. The 1-year return is 10.59%. SRSNX dividend yield stands at 1.05%, paid quarterly.

SRSNX top holdings include Spdr Port Sp 500 (22.5%), Vanguard Growth Etf (8.4%), Avantis International Small Cap Value ETF (7.0%), Vanguard Mid-cap Growth Etf (6.5%), Thrnb-Inc Bld-I (3.4%). Go to all SRSNX holdings, SRSNX sectors, or SRSNX dividends.

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