SIRIX – Ocean Park Tactical All Asset Inv Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return and to limit exposure to downside risk. The fund is a "fund of funds". The Adviser seeks to achieve the fund’s investment objectives by investing in open-end investment companies (mutual funds) and exchange-traded funds (“ETFs”) using the Adviser’s multi-asset diversification strategy. The Adviser constructs the fund's broadly-diversified investment portfolio by investing at various times in a wide range of underlying funds that invest in various security and investment categories.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SIRIX	Ocean Park Tactical All Asset Fund Investor Class	No Load	Open			Dec 24, 2007	$3.37M	2.170%	High	$10,000	−$1.12M
SIRRX	Ocean Park Tactical All Asset Fund Institutional Class	Institutional	Open			Dec 24, 2007	$306.18M	1.920%	High	$10,000	−$90.41M
SIRAX	Ocean Park Tactical All Asset Fund Class A	Front Load	Open			Dec 24, 2007	$12.96M	2.170%	High	$10,000	−$306,481.32
SIRZX	Ocean Park Tactical All Asset Fund Class A1	Front Load	Open			Jun 7, 2012	$1.80M	2.320%	High	$10,000	−$155,054.88
SIRCX	Ocean Park Tactical All Asset Fund Class C	Level Load	Open			Feb 5, 2010	$19.88M	2.920%	High	$10,000	−$3.66M
SIRJX	Ocean Park Tactical All Asset Fund Class I1	Level Load	Open			Jun 7, 2012	$1.29M	2.320%	Below Average	$10,000	−$12,896.06

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