SSIZX Mutual Fund
SSIZX Mutual Fund
SSIZX Mutual Fund
Ocean Park Tactical Core Income Fund Class A
SSIZX Mutual Fund Overview
SSIZX Mutual Fund (Ocean Park Tactical Core Income Fund Class A) is managed by Sierra Mutual Funds with $21.1M in net assets. SSIZX expense ratio is 1.85%, holding 55 positions across sectors including Financials. Inception date: 2011-12-27.
SSIZX performance shows a YTD return of -0.11%. The 1-year return is 3.03% and the 5-year return is 0.73%. SSIZX dividend yield stands at 4.48%, paid monthly.
SSIZX 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 SSIZX holdings, SSIZX sectors, or SSIZX dividends.
SSIZX can be compared against other funds. Use SSIZX overlap to find shared positions, or SSIZX vs another fund for a side-by-side view. SSIZX alternatives are available via the screener, along with tax-loss harvesting opportunities.