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SRSJX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Ocean Park Tactical Risk Spectrum 70 Ins (SRSJX) Ownership - Who owns Ocean Park Tactical Risk Spectrum 70 Ins?

The investment seeks to provide long-term total return and to limit volatility and downside risk... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

SRSJX

Net Assets

67.5M

Fund Existence

over 2 years

Turnover

113.00

Total Expense Ratio

1.65

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

10000

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.06

Assets in Top Ten Holdings

17.1M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

67.4M

Fund Type

OpenEnd

Index Fund

Management Fee

1.05

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

61.00

Number of Net Holdings

61.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.34

Weighting Top Ten Holdings

49.83%

Gain YTD

-0.739

Annual Yield % from dividends

2.31

Returns for 1 year

-2.20

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details