SIRCX Mutual Fund

SIRCX Mutual Fund (Ocean Park Tactical All Asset Fund Class C) is managed by Sierra Mutual Funds with $20.4M in net assets. SIRCX expense ratio is 2.92%, holding 55 positions across sectors including Financials, Industrials. Inception date: 2010-02-05.

SIRCX performance shows a YTD return of 1.51%. The 1-year return is 3.21% and the 5-year return is 0.85%. SIRCX dividend yield stands at 1.39%, paid quarterly.

SIRCX 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 SIRCX holdings, SIRCX sectors, or SIRCX dividends.

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