SRTNX Mutual Fund
SRTNX Mutual Fund
SRTNX Mutual Fund
Ocean Park Tactical Risk Spectrum 30 Fund Class Investor
SRTNX Mutual Fund Overview
SRTNX Mutual Fund (Ocean Park Tactical Risk Spectrum 30 Fund Class Investor) is managed by Sierra Mutual Funds with $199,934.84 in net assets. SRTNX expense ratio is 2.17%, holding 53 positions across sectors including Financials, Industrials. Inception date: 2022-09-30.
SRTNX performance shows a YTD return of -0.22%. The 1-year return is 1.39%. SRTNX dividend yield stands at 2.78%, paid quarterly.
SRTNX top holdings include SPDR Portfolio Large Cap ETF (12.1%), Thornburg Strategic Income Fund Class I Shs (6.0%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (5.0%), Pimco Multisector Bond Active Etf (5.0%), Vanguard Total Bond Market ETF (4.7%). Go to all SRTNX holdings, SRTNX sectors, or SRTNX dividends.
SRTNX can be compared against other funds. Use SRTNX overlap to find shared positions, or SRTNX vs another fund for a side-by-side view. SRTNX alternatives are available via the screener, along with tax-loss harvesting opportunities.