SRFKX Mutual Fund
SRFKX Mutual Fund
SRFKX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Class C
SRFKX Mutual Fund Overview
SRFKX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Class C) is managed by Sierra Mutual Funds with $1.9M in net assets. SRFKX expense ratio is 2.69%, holding 72 positions across sectors including Financials, Industrials. Inception date: 2021-05-26.
SRFKX performance shows a YTD return of 1.17%. The 1-year return is 3.04% and the 5-year return is 1.29%. SRFKX dividend yield stands at 1.36%, paid quarterly.
SRFKX 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 SRFKX holdings, SRFKX sectors, or SRFKX dividends.
SRFKX can be compared against other funds. Use SRFKX overlap to find shared positions, or SRFKX vs another fund for a side-by-side view. SRFKX alternatives are available via the screener, along with tax-loss harvesting opportunities.