SRFNX Mutual Fund

SRFNX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Investor Class) is managed by Sierra Mutual Funds with $1.1M in net assets. SRFNX expense ratio is 2.09%, holding 72 positions across sectors including Financials, Industrials. Inception date: 2021-05-26.

SRFNX performance shows a YTD return of 1.54%. The 1-year return is 3.56% and the 5-year return is 1.91%. SRFNX dividend yield stands at 1.88%, paid quarterly.

SRFNX 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 SRFNX holdings, SRFNX sectors, or SRFNX dividends.

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