Ocean Park Tactical Risk Spectrum 30 Fund Instl Class
SRTJX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
--
5-Year Total Return
--
Last Bull Market Total Return
Last Bear Market Total Return
--
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
--
Standard Deviation
--
Company Information
Provider
Ocean Park Asset Management, LLC
Manager/Tenure
(Years)
(Years)
Marshall Quan (2), Kenneth Lee Sleeper (2), Ryan A. Harder (2), 1 other
Website
Address
3420 Ocean Park Blvd.
Santa Monica CA - 90405
Santa Monica CA - 90405
Country
United States
Phone Number
310-452-1887
Investment Strategy
The investment seeks to provide total return and to limit exposure to downside risk. Under normal market conditions, the fund’s target exposure over a three-year period to equity securities, of any market capitalization, through the underlying funds will average between 15%-30% of the fund’s assets. The fund does not have a target allocation for non-equity securities exposure and may invest in underlying fixed income funds without constraint as to maturity or credit quality.