STMYX – Ocean Park Tactical Municipal Special Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return and to limit exposure to downside risk. The fund invests in open-end investment companies (mutual funds) and exchange-traded funds ("ETFs") that primarily invest in tax-exempt municipal bonds ("underlying municipal bond funds"), as well as municipal money market funds. Under normal circumstances, the fund invests at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in funds that primarily invest in municipal bonds or other municipal debt instruments.

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
STMYX	Ocean Park Tactical Municipal Fund Class Class Special Shares	Institutional	Closed			Dec 27, 2018	$99,622.00	1.490%	High	$10,000	$677.22
STMEX	Ocean Park Tactical Municipal Fund Institutional Shares	Institutional	Open			Dec 27, 2018	$117.85M	1.620%	High	$10,000	−$51.86M
STMKX	Ocean Park Tactical Municipal Fund Class A Shares	Front Load	Open			Dec 27, 2018	$3.21M	1.800%	High	$10,000	−$854,426.45
STMNX	Ocean Park Tactical Municipal Fund Investor Shares	Level Load	Open			Dec 27, 2018	$308,975.00	1.940%	High	$10,000	−$51,971.75
STMHX	Ocean Park Tactical Municipal Fund Class C Shares	Level Load	Open			Sep 10, 2019	$1.37M	2.550%	High	$10,000	−$512,277.17

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