SIRZX Mutual Fund

SIRZX Mutual Fund (Ocean Park Tactical All Asset Fund Class A1) is managed by Sierra Mutual Funds with $1.8M in net assets. SIRZX expense ratio is 2.32%, holding 55 positions across sectors including Financials, Industrials. Inception date: 2012-06-07.

SIRZX performance shows a YTD return of 1.92%. The 1-year return is 3.82% and the 5-year return is 1.55%. SIRZX dividend yield stands at 1.99%, paid quarterly.

SIRZX 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 SIRZX holdings, SIRZX sectors, or SIRZX dividends.

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