STEJX – Ocean Park Tactical Core Growth Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total return while seeking to limit volatility and downside risk. The fund invests in mutual funds and exchange-traded funds (“ETFs”) that primarily invest in domestic and international equities, including emerging markets. The fund can also invest in U.S. Treasury d, directly or through mutual funds and ETFs (collectively “Treasuries”), ultra-short-term bond mutual funds and ETFs, and money market funds.

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
STEJX	Ocean Park Tactical Core Growth Fund Instl Shares	Institutional	Open			Sep 29, 2023	$17.77M	1.240%	Average	$10,000	$4.44M
STENX	Ocean Park Tactical Core Growth Fund Investor Shares	Level Load	Open			Sep 29, 2023	$82,925.00	1.640%	Low	$10,000	−$86,249.59

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