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Ocean Park Tactical Core Income Fund Institutional Class (SSIRX)

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20.07 0.00    0%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Sierra Trust
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.34B
Sierra Strategic Income R 20.07 0.00 0%

Ocean Park Tactical Core Income Fund Institutional Class Overview

 
Find basic information about the Ocean Park Tactical Core Income 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 SSIRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US66537Y4888)
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Rating
1-Year Change3.88%
Prev. Close20.07
Risk Rating
TTM Yield4.62%
ROE22.31%
IssuerSierra Trust
Turnover85%
ROA7%
Inception Date40904
Total Assets1.34B
Expenses0.96%
Min. Investment10,000
Market Cap36.35B
CategoryNontraditional Bond
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1036 1004 1097 1019 1096 1304
Fund Return 3.57% 0.44% 9.73% 0.62% 1.84% 2.69%
Place in category 246 243 171 188 152 67
% in Category 84 82 60 73 65 46

Top Bond Funds by Sierra Mutual Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Sierra Core Retirement R 557.81M 5.50 0.57 2.17
  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 Nontraditional Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  BlackRock Strategic Income Opps Ins 25.57B 4.47 1.84 2.95
  BlackRock Strategic Income Opps K 12.65B 4.54 1.93 -
  PIMCO Mortgage Opportunities Instl 7.62B 4.87 1.53 3.18
  Navigator Tactical Fixed Income I 7.69B 6.68 2.74 4.89
  JPMorgan Strategic Income Opps Sel 7.37B 4.31 3.31 2.66

Top Holdings

Name ISIN Weight % Last Change %
PIMCO Income Instl - 12.40 - -
  iShares 20+ Year Treasury Bond US4642874329 11.23 89.80 -0.95%
  SPDR Barclays High Yield Bond US78468R6229 10.32 96.61 +0.07%
PIMCO Total Return Instl - 9.19 - -
Nuveen High Yield Municipal Bond I - 6.62 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Sell
Technical Indicators Neutral Strong Sell BUY
Summary Neutral Strong Sell Neutral
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