SSIRX Mutual Fund

SSIRX Mutual Fund (Ocean Park Tactical Core Income Fund Institutional Class) is managed by Sierra Mutual Funds with $936.0M in net assets. SSIRX expense ratio is 1.45%, holding 55 positions across sectors including Financials. Inception date: 2011-12-27.

SSIRX performance shows a YTD return of 0.13%. The 1-year return is 3.47% and the 5-year return is 1.15%. SSIRX dividend yield stands at 4.91%, paid monthly.

SSIRX 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 SSIRX holdings, SSIRX sectors, or SSIRX dividends.

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