Morningstar

Ocean Park Tactical Risk Spectrum 70 Fund Instl Class SRSJX

Morningstar Medalist Rating
Medalist Rating as of | See Ocean Park Mutual Funds Investment Hub
  • NAV / 1-Day Return 29.59  /  −0.64 %
  • Total Assets 86.1M
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Status Open
  • TTM Yield 1.56%
  • Turnover 217%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:31 AM GMT+0

Morningstar’s Analysis SRSJX

Will SRSJX 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 SRSJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SRSJX 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 SRSJX’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 Risk Spectrum 70 Ins 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 SRSJX

More SRSJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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