SRFJX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Ocean Park Tactical Risk Spectrum 50 Ins (SRFJX) Ownership - Who owns Ocean Park Tactical Risk Spectrum 50 Ins?

The investment seeks to provide total return and to limit exposure to downside risk... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SRFJX

Net Assets

315M

Fund Existence

almost 4 years

Turnover

207.00

Total Expense Ratio

1.78

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.78

Assets in Top Ten Holdings

178M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

311M

Fund Type

OpenEnd

Index Fund

Management Fee

1.05

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

71.00

Number of Net Holdings

71.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.47

Weighting Top Ten Holdings

58.32%

Gain YTD

-4.292

Annual Yield % from dividends

2.91

Returns for 1 year

1.26

Returns for 3 years

5.28

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details