SIRAX Mutual Fund

SIRAX Mutual Fund (Ocean Park Tactical All Asset Fund Class A) is managed by Sierra Mutual Funds with $13.1M in net assets. SIRAX expense ratio is 2.17%, holding 55 positions across sectors including Financials, Industrials. Inception date: 2007-12-24.

SIRAX performance shows a YTD return of 2.02%. The 1-year return is 3.94% and the 5-year return is 1.57%. SIRAX dividend yield stands at 2.18%, paid quarterly.

SIRAX top holdings include SPDR Portfolio Large Cap ETF (18.6%), Thrnb-Inc Bld-I (6.1%), Thornburg Strategic Income Fund Class I Shs (5.4%), Principal Preferred Securities Fund (4.3%), Janus Detr Henderson Aaa Clo ETF (4.0%). Go to all SIRAX holdings, SIRAX sectors, or SIRAX dividends.

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