SRTNX Mutual Fund

SRTNX Mutual Fund (Ocean Park Tactical Risk Spectrum 30 Fund Class Investor) is managed by Sierra Mutual Funds with $202,595.3 in net assets. SRTNX expense ratio is 2.17%, holding 64 positions across sectors including Financials. Inception date: 2022-09-30.

SRTNX performance shows a YTD return of 0.88%. The 1-year return is 5.37%. SRTNX dividend yield stands at 2.66%, paid quarterly.

SRTNX 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 SRTNX holdings, SRTNX sectors, or SRTNX dividends.

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