SRTJX Mutual Fund

SRTJX Mutual Fund (Ocean Park Tactical Risk Spectrum 30 Fund Class Institutional) is managed by Sierra Mutual Funds with $158.1M in net assets. SRTJX expense ratio is 1.77%, holding 64 positions across sectors including Financials. Inception date: 2022-09-30.

SRTJX performance shows a YTD return of 1.10%. The 1-year return is 5.76%. SRTJX dividend yield stands at 3.03%, paid quarterly.

SRTJX top holdings include Pimco Inc Fnd Inst (13.4%), Spdr Port Sp 500 (12.2%), Vanguard Total Bond Market ETF (6.1%), Thornburg Strategic Income Fund Class I Shs (5.8%), Invesco Senior Loan ETF (4.7%). Go to all SRTJX holdings, SRTJX sectors, or SRTJX dividends.

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