Morningstar

Ocean Park Tactical All Asset Fund Class I1 SIRJX

Morningstar Medalist Rating
Medalist Rating as of | See Ocean Park Mutual Funds Investment Hub
  • NAV / 1-Day Return 23.19  /  −0.43 %
  • Total Assets 345.5M
  • Adj. Expense Ratio
    2.320%
  • Expense Ratio 1.900%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 2.01%
  • Turnover 164%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:27 AM GMT+0

Morningstar’s Analysis SIRJX

Will SIRJX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SIRJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SIRJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SIRJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Ocean Park Tactical All Asset I1 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SIRJX

More SIRJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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