Ocean Park Mutual Funds List
Here you can find all mutual funds issued by Ocean Park and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.41%
- Avg. 1 Year Return
- 4.67%
- Avg. 5 Year Return
- 0.99%
- Median Risk/Return Score
- 33 / 100
Ocean Park Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ocean Park Tactical All Asset Fund | Tactical Allocation | Dec 23, 2007 | 1.70% | 2.51% | 2.33% | 2.19% | 33 | ||||||||
| Ocean Park Tactical Core Income Fund | Nontraditional Bonds | Dec 26, 2011 | 1.35% | -0.09% | 2.11% | 3.79% | 28 | ||||||||
| Ocean Park Tactical Core Income Fund Institutional... | Intermediate Core-Plus Bond | Dec 27, 2011 | 1.45% | 0.11% | 2.53% | 4.19% | 37 | ||||||||
| Ocean Park Tactical Bond Fund | Nontraditional Bonds | Sep 30, 2019 | 1.63% | 0.58% | — | 4.87% | 33 | ||||||||
| Ocean Park Tactical Municipal Fund | High Yield Muni | Dec 26, 2018 | 0.92% | 1.24% | — | 3.29% | 81 |
Explore top Ocean Park Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Ocean Park Mutual funds by Risk/Return Score
The top Ocean Park Mutual funds by PortfoliosLab Risk/Return Score are STMYX (81) and SSIRX (37).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Ocean Park Tactical Municipal Fund | 81 | — | Dec 2018 | |
| Ocean Park Tactical Core Income Fund Institutional... | 37 | — | Dec 2011 | |
| Ocean Park Tactical All Asset Fund | 33 | — | Dec 2007 | |
| Ocean Park Tactical Bond Fund | 33 | — | Sep 2019 | |
| Ocean Park Tactical Core Income Fund | 28 | — | Dec 2011 |
Best-Performing Ocean Park Mutual funds Over 5 Years
The top Ocean Park Mutual funds is SIRIX (1.38%).
Across the lineup, Ocean Park Mutual funds show an average 1-year return of 4.67% and an average 5-year return of 0.99%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Ocean Park Tactical All Asset Fund | 1.38% | — | Dec 2007 | |
| Ocean Park Tactical Bond Fund | 1.29% | — | Sep 2019 | |
| Ocean Park Tactical Core Income Fund Institutional... | 1.13% | — | Dec 2011 | |
| Ocean Park Tactical Core Income Fund | 0.69% | — | Dec 2011 | |
| Ocean Park Tactical Municipal Fund | 0.48% | — | Dec 2018 |
Lowest-Cost Ocean Park Mutual funds
The top Ocean Park Mutual funds is STMYX (0.92%).
With an average expense ratio of 1.41%, Ocean Park Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Ocean Park Tactical Municipal Fund | 0.92% | — | Dec 2018 | |
| Ocean Park Tactical Core Income Fund | 1.35% | — | Dec 2011 | |
| Ocean Park Tactical Core Income Fund Institutional... | 1.45% | — | Dec 2011 | |
| Ocean Park Tactical Bond Fund | 1.63% | — | Sep 2019 | |
| Ocean Park Tactical All Asset Fund | 1.70% | — | Dec 2007 |
Highest-Yield Ocean Park Mutual funds
The top Ocean Park Mutual funds is STBNX (4.87%).
Across the lineup, Ocean Park Mutual funds show an average dividend yield of 3.67%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Ocean Park Tactical Bond Fund | 4.87% | — | Sep 2019 | |
| Ocean Park Tactical Core Income Fund Institutional... | 4.19% | — | Dec 2011 | |
| Ocean Park Tactical Core Income Fund | 3.79% | — | Dec 2011 | |
| Ocean Park Tactical Municipal Fund | 3.29% | — | Dec 2018 | |
| Ocean Park Tactical All Asset Fund | 2.19% | — | Dec 2007 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
STBNX vs. CPITXSTBNX vs. SUBFXSTBNX vs. DFLEXSTBNX vs. TUIFXSTBNX vs. AFLIXSTMYX vs. FQTHXSTMYX vs. DHMBXSTMYX vs. AMHIXSTMYX vs. STXAXSTMYX vs. AHYMXSIRIX vs. UPAAXSIRIX vs. PAAIXSIRIX vs. HFSAXSIRIX vs. PASAXSIRIX vs. GPIFXSSIIX vs. PUTIXSSIIX vs. DCAIXSSIIX vs. APFPXSSIIX vs. GMODXSSIIX vs. EGRIXSSIRX vs. AMFIXSSIRX vs. ARINXSSIRX vs. BCOIXSSIRX vs. EINFXSSIRX vs. PGSIX