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Ocean Park Tactical All Asset Fund Institutional Class (SIRRX)

US Funds

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22.62 -0.02 -0.09%

13/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Sierra Trust

Asset Class: Bond

Morningstar Rating:
Total Assets: 557.81M

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SIRRX Overview

Find basic information about the Ocean Park Tactical All Asset Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SIRRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.48%

Prev. Close22.64

Risk Rating

TTM Yield3.35%

ROE27.37%

IssuerSierra Trust

Turnover77%

ROA10.67%

Inception Date39440

Total Assets557.81M

Expenses1.46%

Min. Investment100,000

Market Cap104.94B

CategoryTactical Allocation

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Ocean Park Tactical All Asset Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1055	991	1123	1017	1102	1239
Fund Return	5.5%	-0.93%	12.25%	0.57%	1.95%	2.17%
Place in category	173	201	203	146	194	122
% in Category	72	81	83	63	91	86

Top Bond Funds by Sierra Mutual Funds

Name	Total Assets	YTD%	3Y%	10Y%
Sierra Strategic Income R	1.34B	3.57	0.62	2.69
Sierra Strategic Income C	92.31M	-0.05	-1.16	1.84
Sierra Strategic Income I	29.26M	0.05	-0.56	2.45
Sierra Strategic Income Fund Classa	28.6M	0.05	-0.56	2.45

Top Funds for Tactical Allocation Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	GuidePath Flexible Income Allc Svc		274.12M	3.94	-2.79	1.95

Top Holdings

Name	ISIN	Weight %	Last	Change %
PIMCO Income Instl	-	10.82	-	-
iShares 20+ Year Treasury Bond	US4642874329	10.16	89.80	-0.95%
PIMCO Total Return Instl	-	9.94	-	-
PIMCO Investment Grade Credit Bond Instl	-	5.91	-	-
Schwab® S&P 500 Index	-	5.77	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sierra Core Retir.	22.62	-0.02	-0.09%