SRSNX Mutual Fund

SRSNX Mutual Fund (Ocean Park Tactical Risk Spectrum 70 Fund Class Investor) is managed by Sierra Mutual Funds with $48,560.01 in net assets. SRSNX expense ratio is 2.04%, holding 39 positions across sectors including Financials, Industrials. Inception date: 2023-03-31.

SRSNX performance shows a YTD return of 2.53%. The 1-year return is 4.57%. SRSNX dividend yield stands at 1.18%, paid quarterly.

SRSNX top holdings include SPDR Portfolio Large Cap ETF (21.4%), Invesco Senior Loan ETF (11.6%), Thrnb-Inc Bld-I (5.5%), Ishares International Select D (idv) (4.3%), First Eagle Small Cap Opportunity I (3.7%). Go to all SRSNX holdings, SRSNX sectors, or SRSNX dividends.

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