STBJX Mutual Fund
STBJX Mutual Fund
Ocean Park Tactical Bond Fund Institutional Class
STBJX Mutual Fund Overview
STBJX Mutual Fund (Ocean Park Tactical Bond Fund Institutional Class) is managed by Sierra Mutual Funds with $1.23B in net assets. STBJX expense ratio is 1.61%, holding 21 positions across sectors including Financials, Unknown, Other. Inception date: 2019-10-01.
STBJX performance shows a YTD return of 1.31%. The 1-year return is 4.40% and the 5-year return is 1.86%. STBJX dividend yield stands at 5.66%, paid monthly.
STBJX top holdings include Ishares Iboxx $ High Yield Corporate Bond Fund (16.7%), Ishares Broad USD High Yield Corp Bd ETF (15.7%), Blackrock High Yield Bond Instl (10.5%), Spdr Portfolio High Yield Bond ETF (10.5%), SPDR Bloomberg High Yield Bond ETF (10.5%). View all STBJX holdings, sector breakdown, or dividend history.
STBJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STBJX alternatives are available via the screener, along with tax-loss harvesting opportunities.