SIRJX Mutual Fund

SIRJX Mutual Fund (Ocean Park Tactical All Asset Fund Class I1) is managed by Sierra Mutual Funds with $1.3M in net assets. SIRJX expense ratio is 2.32%, holding 55 positions across sectors including Financials, Industrials. Inception date: 2012-06-07.

SIRJX performance shows a YTD return of 1.94%. The 1-year return is 3.85% and the 5-year return is 1.43%. SIRJX dividend yield stands at 2.01%, paid quarterly.

SIRJX 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 SIRJX holdings, SIRJX sectors, or SIRJX dividends.

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