STENX Mutual Fund
STENX Mutual Fund
Ocean Park Tactical Core Growth Fund Investor Class
STENX Mutual Fund Overview
STENX Mutual Fund (Ocean Park Tactical Core Growth Fund Investor Class) is managed by Sierra Mutual Funds with $83,737.56 in net assets. STENX expense ratio is 1.64%, holding 19 positions across sectors including Financials, Unknown. Inception date: 2023-09-27.
STENX performance shows a YTD return of 10.77%. The 1-year return is 21.03%. STENX dividend yield stands at 0.44%, paid monthly.
STENX top holdings include First American Government Obligations Fund (31.6%), Spdr(R) Portfolio S&P 500(R) Etf (29.9%), Vanguard Value (4.6%), Ishares International Select D (idv) (4.5%), Energy World Corp Ltd (3.9%). View all STENX holdings, sector breakdown, or dividend history.
STENX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STENX alternatives are available via the screener, along with tax-loss harvesting opportunities.