SRSNX Mutual Fund
SRSNX Mutual Fund
Ocean Park Tactical Risk Spectrum 70 Fund Class Investor
SRSNX Mutual Fund Overview
SRSNX Mutual Fund (Ocean Park Tactical Risk Spectrum 70 Fund Class Investor) is managed by Sierra Mutual Funds with $48,179.43 in net assets. SRSNX expense ratio is 2.04%, holding 55 positions across sectors including Financials, Unknown. Inception date: 2023-03-31.
SRSNX performance shows a YTD return of 5.04%. The 1-year return is 12.38%. SRSNX dividend yield stands at 1.04%, paid quarterly.
SRSNX top holdings include Spdr(R) Portfolio S&P 500(R) Etf (22.5%), Vanguard Grw Etf (8.4%), Avantis International Small Cap Value ETF (7.0%), Vanguard Mid-cap Growth Etf (6.5%), Thrnb-Inc Bld-I (3.4%). View all SRSNX holdings, sector breakdown, or dividend history.
SRSNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRSNX alternatives are available via the screener, along with tax-loss harvesting opportunities.