SIRRX Mutual Fund

SIRRX Mutual Fund (Ocean Park Tactical All Asset Fund Institutional Class) is managed by Sierra Mutual Funds with $314.5M in net assets. SIRRX expense ratio is 1.92%, holding 55 positions across sectors including Financials, Industrials. Inception date: 2007-12-24.

SIRRX performance shows a YTD return of 2.24%. The 1-year return is 4.24% and the 5-year return is 1.81%. SIRRX dividend yield stands at 2.45%, paid quarterly.

SIRRX 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 SIRRX holdings, SIRRX sectors, or SIRRX dividends.

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