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 $20.2M 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 0.39%. The 1-year return is 2.50% and the 5-year return is 0.81%. SSIZX dividend yield stands at 4.50%, paid monthly.
SSIZX top holdings include Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (12.7%), Jpmorgan Income Fund Class I (5.8%), Pimco Multisector Bond Active Etf (5.5%), Invesco Senior Loan ETF (5.1%), Blackrock Global Long/short Equity Fund (4.7%). 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.