SSIZX – Ocean Park Tactical Core Income A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return and to limit exposure to downside risk. The adviser seeks to achieve the fund’s investment objectives by investing primarily in underlying funds that in turn invest in a wide variety of fixed-income instruments of any maturity, including domestic and foreign bonds, some of which are hedged against currency risk, funds that are designed to have returns that are inverse to the 10-year U.S. Treasury note or the 30-year U.S. Treasury bond, as well as real estate investment trusts (“REITs”) and other income-generating underlying assets. It may purchase U.S. Treasury securities directly.

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
SSIRX	Ocean Park Tactical Core Income Fund Institutional Class	Institutional	Open			Dec 27, 2011	$899.45M	1.450%	High	$10,000	−$233.37M
SSIZX	Ocean Park Tactical Core Income Fund Class A	Front Load	Open			Dec 27, 2011	$19.54M	1.850%	High	$10,000	−$4.45M
SSICX	Ocean Park Tactical Core Income Fund Class C	Level Load	Open			Dec 27, 2011	$59.80M	2.450%	High	$10,000	−$17.30M
SSIIX	Ocean Park Tactical Core Income Fund Investor Class	Level Load	Open			Dec 27, 2011	$14.06M	1.850%	High	$10,000	−$5.23M

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