NasdaqGM - Delayed Quote USD
Ocean Park Tactical Bond C (STBDX)
24.54
-0.05
(-0.20%)
At close: 8:02:14 PM EDT
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Schwab Institutional
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- CommonWealth NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Securities America Inc.
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund invests in open-end investment companies (mutual funds) and exchange-traded funds ("ETFs") that primarily invest in high-yield corporate bonds, also commonly known as junk bonds ("HYCB Funds") or long-duration U.S. Treasury securities ("Treasury Bond 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 underlying bond funds.
Fund Overview
| Category | Nontraditional Bond |
| Fund Family | Ocean Park Asset Management, LLC |
| Net Assets | 2.11B |
| YTD Return | 0.43% |
| Yield | 4.68% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2019 |
Performance & Risk
| YTD Return | -4.37% |
| 5y Average Return | 2.38% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.46 |
| Morningstar Risk Rating |
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