About SIRRX
Ocean Park Tactical All Asset Fund Institutional Class is an actively managed open‑end mutual fund that pursues total return while seeking to limit downside risk. The strategy operates as a diversified fund‑of‑funds, allocating across equities, fixed income, and other asset classes through underlying mutual funds and ETFs, guided by a rules‑based, trend‑following process intended to adjust exposures as market conditions change. Its portfolio commonly spans core bonds, multisector income, U.S. large‑cap equities, developed international markets, and specialized credit, reflecting a tactical approach to broad asset‑class diversification. The fund emphasizes risk management via systematic signals designed to reduce volatility and drawdowns relative to traditional balanced allocations, benchmarking itself against a conservative target‑risk index. Institutional share class features include a relatively high expense profile and active turnover, consistent with its tactical reallocation mandate. Within the tactical allocation category, the fund’s role is to serve as a flexible core or satellite holding for allocators seeking dynamic risk controls and multi‑asset exposure implemented through institutional‑quality underlying vehicles and manager selection.
Fund Family Ocean Park Asset Management, LLC
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SIRRX
Share Class Instl Class
Index Index is not available on Lipper Database
SIRRX had a total return of 8.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.13%.
