SRSJX – Ocean Park Tactical Risk Spectrum 70 Ins Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term total return and to limit volatility and downside risk. The fund is a “fund of funds”. The adviser seeks to achieve the fund’s investment objective by investing in a combination of unaffiliated mutual funds and exchange traded funds (“ETFs”). Under normal market conditions, the fund’s target exposure over a three-year period to equity securities, of any market capitalization, through the underlying funds will average between 50%-70% of the fund’s assets.

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
SRSJX	Ocean Park Tactical Risk Spectrum 70 Fund Instl Class	Institutional	Open			Mar 31, 2023	$86.03M	1.640%	High	$10,000	$11.26M
SRSNX	Ocean Park Tactical Risk Spectrum 70 Fund Investor Class	Level Load	Open			Mar 31, 2023	$47,867.00	2.040%	High	$10,000	$20,259.68

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