Ocean Park Tactical Core Growth 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.
Ocean Park Tactical Core Growth Fund Instl Shares STEJX
- NAV / 1-Day Return 32.51 / −0.09 %
- Total Assets 16.1M
-
Adj. Expense Ratio
1.240%
- Expense Ratio 0.990%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.02%
- Turnover 236%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:51 AM GMT+0
Morningstar’s Analysis STEJX
Will STEJX 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 STEJX 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 STEJX’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 67.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street® SPDR® Port S&P 500® ETF | 31.96 | 5M | — |
Invesco NASDAQ 100 ETF | 7.57 | 1M | — |
iShares International Select Div ETF | 5.00 | 835,295 | — |
Avantis US Small Cap Value ETF | 3.71 | 620,058 | — |
iShares MSCI Canada ETF | 3.68 | 614,329 | — |
WisdomTree Japan Hedged Equity ETF | 3.63 | 606,495 | — |
iShares MSCI USA Value Factor ETF | 3.54 | 590,398 | — |
iShares Core S&P Mid-Cap ETF | 2.82 | 470,651 | — |
FullerThaler Behavioral Sm-Cp GrInstl | 2.72 | 453,970 | — |
Vanguard Value ETF | 2.35 | 392,982 | — |
United States