Morningstar

Ocean Park Tactical Risk Spectrum 30 Fund Instl Class SRTJX

Morningstar Medalist Rating
Medalist Rating as of | See Ocean Park Mutual Funds Investment Hub
  • NAV / 1-Day Return 26.86  /  −0.19 %
  • Total Assets 158.2M
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.01%
  • Turnover 181%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:55 AM GMT+0

Morningstar’s Analysis SRTJX

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

  • People Pillar

    The People Pillar is our evaluation of the SRTJX 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 SRTJX’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 Spctm 30 Instl 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 SRTJX

More SRTJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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