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Ocean Park Tactical All Asset Fund Institutional Class (SIRRX)

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22.64 +0.03 +0.13%

18/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 550.78M

Type: Fund

Market: United States

Issuer: Sierra Trust

Asset Class: Bond

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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 Change3.33%

Prev. Close22.61

Risk Rating

TTM Yield3.10%

ROE26.75%

IssuerSierra Trust

Turnover117%

ROA11.14%

Inception Date39440

Total Assets550.78M

Expenses1.47%

Min. Investment100,000

Market Cap105.93B

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 32

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	1019	1017	1066	1061	1094	1230
Fund Return	1.86%	1.67%	6.57%	2.01%	1.81%	2.1%
Place in category	180	201	208	165	201	130
% in Category	70	77	85	73	92	90

Top Bond Funds by Sierra Mutual Funds

Name	Total Assets	YTD%	3Y%	10Y%
Sierra Strategic Income R	1.34B	0.70	1.73	2.60
Sierra Strategic Income C	86.14M	3.97	0.29	1.78
Sierra Strategic Income I	26.64M	4.54	0.88	2.39
Sierra Strategic Income Fund Classa	27.43M	4.56	0.89	2.39

Top Funds for Tactical Allocation Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	GuidePath Flexible Income Allc Svc		270.88M	4.06	-1.57	2.35

Top Holdings

Name	ISIN	Weight %	Last	Change %
PIMCO Income Instl	-	11.22	-	-
Invesco Senior Loan	US46138G5080	10.97	21.08	0.00%
SPDR Blackstone/GSO Senior Loan	US78467V6083	9.01	41.74	-0.05%
Schwab® S&P 500 Index	-	6.59	-	-
SPDR Portfolio High Yield Bond	US78468R6062	5.14	23.75	+0.04%

Technical Summary

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

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	Name	Price	Chg.	Chg. %
	Sierra Core Retir.	22.64	+0.03	+0.13%