Ocean Park Tactical All Asset FundSIRRX

MUTUAL FUNDOcean Park
Type
Mutual fund
Peer group
Allocation
Net assets
$366.9M
Expense ratio
1.92%
1-year return
+5.3%
3 years, a year
+4.4%
5 years, a year
+1.4%
Holdings
55

What it aims to do.

The Fund has two objectives, to provide total return

Top 10 holdings.

Holding% of fund
First American Funds Inc.39.65%
SPDR Series Trust16.00%
Thornburg Investment Trust5.21%
Principal Funds Inc4.09%
Thornburg Investment Trust4.00%
Voya Separate Portfolios Tr3.70%
JP Morgan Trust I3.29%
Doubleline Funds Trust2.88%
Invesco Exchange Traded Fund Trust II2.28%
Ishares Inc2.17%

More on SIRRX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.