Morningstar

Ocean Park Tactical Core Growth Fund Instl Shares STEJX

Morningstar Medalist Rating
Medalist Rating as of | See Ocean Park Mutual Funds Investment Hub
  • NAV / 1-Day Return 32.53  /  −0.82 %
  • Total Assets 17.9M
  • 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 Medium/Limited
  • Status Open
  • TTM Yield 0.67%
  • Turnover 236%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:27 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STEJX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings STEJX

More STEJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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