SRFQX Mutual Fund
SRFQX Mutual Fund
SRFQX Mutual Fund
Ocean Park Tactical Risk Spectrum 50 Fund Class A
SRFQX Mutual Fund Overview
SRFQX Mutual Fund (Ocean Park Tactical Risk Spectrum 50 Fund Class A) is managed by Sierra Mutual Funds with $2.8M in net assets. SRFQX expense ratio is 1.93%, holding 72 positions across sectors including Financials, Industrials. Inception date: 2021-05-26.
SRFQX performance shows a YTD return of 1.73%. The 1-year return is 3.79% and the 5-year return is 2.03%. SRFQX dividend yield stands at 2.09%, paid quarterly.
SRFQX 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 SRFQX holdings, SRFQX sectors, or SRFQX dividends.
SRFQX can be compared against other funds. Use SRFQX overlap to find shared positions, or SRFQX vs another fund for a side-by-side view. SRFQX alternatives are available via the screener, along with tax-loss harvesting opportunities.