Ocean Park Tactical Core Income C 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.
Ocean Park Tactical Core Income Fund Class C SSICX
- NAV / 1-Day Return 19.50 / −0.05 %
- Total Assets 1.1B
-
Adj. Expense Ratio
2.450%
- Expense Ratio 1.940%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Intermediate Core-Plus Bond
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 3.48%
- Effective Duration 4.94 years
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 1:03 AM GMT+0
Morningstar’s Analysis SSICX
Will SSICX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SSICX 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 SSICX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street® Blackstone Senior Loan ETF | 10.07 | 107M | — |
Invesco Senior Loan ETF | 7.96 | 85M | — |
iShares Convertible Bond ETF | 5.96 | 63M | — |
JPMorgan Income I | 5.58 | 59M | — |
BlackRock Global Equity Mkt Netrl Instl | 4.36 | 46M | — |
Principal Spectrum Pref&Cptl Scs IncInst | 4.28 | 45M | — |
Holbrook Income I | 3.67 | 39M | — |
iShares Broad USD High Yield Corp Bd ETF | 3.10 | 33M | — |
PIMCO Multisector Bond Active ETF | 3.09 | 33M | — |
Angel Oak Multi-Strategy Income Instl | 2.85 | 30M | — |
United States