About SIRIX
Ocean Park Tactical All Asset Fund Investor Class is an open-end mutual fund in the tactical allocation category that seeks a blend of capital preservation and appreciation through a flexible, multi-asset approach. The strategy allocates across equities, fixed income, and other vehicles, dynamically shifting exposures based on market conditions to manage risk and pursue diversified returns. Its portfolio often invests via other funds and ETFs, with notable allocations to core bond, global bond (hedged), and U.S. equity index exposures, alongside specialized income sleeves and factor-based international equities. The fund exhibits a relatively high turnover profile and concentrates a meaningful share of assets in its top holdings, reflecting an active, conviction-driven positioning framework. Classified as large blend for equities with medium credit quality and moderate interest-rate sensitivity on the fixed income side, it targets balanced participation across market cycles while emphasizing downside risk controls. Key characteristics include a no-load share class structure, a distribution yield, and an expense profile that is higher than many category peers, all within an open fund structure accessible to a broad investor base.
Fund Family Ocean Park Asset Management, LLC
Category Tactical Allocation
Performance Rating Low
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SIRIX
Share Class Investor Class
Index Index is not available on Lipper Database
SIRIX had a total return of 8.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.84%.
