SRFJX Mutual Fund
SRFJX Mutual Fund
SRFJX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Institutional Class
SRFJX Mutual Fund Overview
SRFJX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Institutional Class) is managed by Sierra Mutual Funds with $250.9M in net assets. SRFJX expense ratio is 1.69%, holding 72 positions across sectors including Financials, Industrials. Inception date: 2021-05-26.
SRFJX performance shows a YTD return of 1.90%. The 1-year return is 4.06% and the 5-year return is 2.29%. SRFJX dividend yield stands at 2.32%, paid quarterly.
SRFJX top holdings include SPDR Portfolio Large Cap ETF (23.8%), Invesco Senior Loan ETF (15.7%), First American Government Obligations Fund (7.5%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (4.6%), Thrnb-Inc Bld-I (4.5%). Go to all SRFJX holdings, SRFJX sectors, or SRFJX dividends.
SRFJX can be compared against other funds. Use SRFJX overlap to find shared positions, or SRFJX vs another fund for a side-by-side view. SRFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.