SSIIX Mutual Fund

SSIIX Mutual Fund (Ocean Park Tactical Core Income Fund Investor Class) is managed by Sierra Mutual Funds with $15.4M in net assets. SSIIX expense ratio is 1.85%, holding 55 positions across sectors including Financials. Inception date: 2011-12-27.

SSIIX performance shows a YTD return of -0.11%. The 1-year return is 3.02% and the 5-year return is 0.73%. SSIIX dividend yield stands at 4.47%, paid monthly.

SSIIX top holdings include First American Government Obligations Fund (30.2%), Invesco Senior Loan ETF (11.1%), Jpmorgan Income Fund Class I (5.4%), Principal Preferred Securities Fund (4.1%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (4.0%). Go to all SSIIX holdings, SSIIX sectors, or SSIIX dividends.

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