Ocean Park Tactical Municipal FundSTMKX

MUTUAL FUNDOcean Park
Type
Mutual fund
Peer group
Allocation
Net assets
$142.2M
Expense ratio
1.81%
1-year return
-0.5%
3 years, a year
+1.0%
5 years, a year
+0.7%
Holdings
23

What it aims to do.

The Fund has two objectives, to provide total return

Top 10 holdings.

Holding% of fund
Allspring Funds Trust21.93%
Nuveen Municipal17.85%
First American Funds Inc.16.25%
PIMCO Funds16.04%
Russell Investment Company8.00%
American High-Income Municipal Bond Fund7.76%
Nuveen Municipal4.71%
First Trust Exchange-Traded Fund III3.89%
Franklin Templeton ETF Trust3.11%
Blackrock Municipal Bond Fund Inc0.07%

More on STMKX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.