Morningstar

Ocean Park Mutual Funds Mutual Funds

View all of Ocean Park Mutual Funds’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Ocean Park Mutual Funds Mutual Funds List

1 to 25 of 29 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Ocean Park Tactical Core Income Fund Institutional ClassSSIRXIntermediate Core-Plus Bond—−0.50%41.450%HighInstitutional$10,000
Ocean Park Tactical Core Income Fund Class ASSIZXIntermediate Core-Plus Bond—−0.74%51.850%HighFront Load$10,000
Ocean Park Tactical Core Income Fund Investor ClassSSIIXIntermediate Core-Plus Bond—−0.74%51.850%HighLevel Load$10,000
Ocean Park Tactical Core Income Fund Class CSSICXIntermediate Core-Plus Bond—−1.25%72.450%HighLevel Load$10,000
Ocean Park Tactical Bond Fund Instl Class SharesSTBJXNontraditional Bond—−0.72%751.610%Above AverageInstitutional$10,000
Ocean Park Tactical Municipal Fund Class Class Special SharesSTMYXHigh Yield Muni—−0.97%31.490%HighInstitutional$10,000
Ocean Park Tactical All Asset Fund Class ASIRAXTactical Allocation
3.46%842.170%HighFront Load$10,000
Ocean Park Tactical Bond Fund Investor Class SharesSTBNXNontraditional Bond—−0.98%782.010%AverageLevel Load$10,000
Ocean Park Tactical Municipal Fund Class C SharesSTMHXHigh Yield Muni—−1.77%132.550%HighLevel Load$10,000
Ocean Park Tactical Municipal Fund Class A SharesSTMKXHigh Yield Muni—−1.19%81.800%HighFront Load$10,000
Ocean Park Tactical All Asset Fund Investor ClassSIRIXTactical Allocation
3.45%842.170%HighNo Load$10,000
Ocean Park Tactical Bond Fund Class A SharesSTBKXNontraditional Bond—−0.86%771.860%Above AverageFront Load$10,000
Ocean Park Tactical Municipal Fund Investor SharesSTMNXHigh Yield Muni—−1.34%91.940%HighLevel Load$10,000
Ocean Park Tactical Bond Fund Class C SharesSTBDXNontraditional Bond—−1.43%842.610%Above AverageLevel Load$10,000
Ocean Park Tactical Municipal Fund Institutional SharesSTMEXHigh Yield Muni—−1.09%71.620%HighInstitutional$10,000
Ocean Park Tactical Core Growth Fund Instl SharesSTEJXTactical Allocation
10.07%471.240%AverageInstitutional$10,000
Ocean Park Tactical All Asset Fund Institutional ClassSIRRXTactical Allocation
3.64%821.920%HighInstitutional$10,000
Ocean Park Tactical Core Growth Fund Investor SharesSTENXTactical Allocation
9.77%501.640%LowLevel Load$10,000
Ocean Park Tactical All Asset Fund Class CSIRCXTactical Allocation
2.84%862.920%HighLevel Load$10,000
Ocean Park Tactical Risk Spectrum 30 Fund Investor ClassSRTNXGlobal Conservative Allocation
0.53%972.170%HighLevel Load$10,000
Ocean Park Tactical All Asset Fund Class A1SIRZXTactical Allocation
3.34%842.320%HighFront Load$10,000
Ocean Park Tactical Risk Spectrum 70 Fund Instl ClassSRSJXGlobal Moderate Allocation
4.56%971.640%HighInstitutional$10,000
Ocean Park Tactical Risk Spectrum 50 Fund Class A SharesSRFQXGlobal Moderately Conservative Allocation
3.01%901.930%HighFront Load$10,000
Ocean Park Tactical Risk Spectrum 50 Fund Investor ClassSRFNXGlobal Moderately Conservative Allocation
2.81%932.090%HighLevel Load$10,000
Ocean Park Tactical Risk Spectrum 70 Fund Investor ClassSRSNXGlobal Moderate Allocation
4.26%982.040%HighLevel Load$10,000

Ocean Park Mutual Funds Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center