STBKX Mutual Fund
STBKX Mutual Fund
Ocean Park Tactical Bond Fund Class A
STBKX Mutual Fund Overview
STBKX Mutual Fund (Ocean Park Tactical Bond Fund Class A) is managed by Sierra Mutual Funds with $7.5M in net assets. STBKX expense ratio is 1.86%, holding 21 positions across sectors including Financials, Unknown, Other. Inception date: 2019-10-01.
STBKX performance shows a YTD return of 1.15%. The 1-year return is 4.11% and the 5-year return is 1.60%. STBKX dividend yield stands at 5.42%, paid monthly.
STBKX 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 STBKX holdings, sector breakdown, or dividend history.
STBKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STBKX alternatives are available via the screener, along with tax-loss harvesting opportunities.