STBJX Mutual Fund
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 $1.20B in net assets. STBJX expense ratio is 1.61%, holding 21 positions across sectors including Financials. Inception date: 2019-10-01.
STBJX performance shows a YTD return of 1.02%. The 1-year return is 3.93% and the 5-year return is 1.77%. STBJX dividend yield stands at 5.66%, paid monthly.
STBJX top holdings include Blackrock High Yield Bond Instl (31.4%), Ishares Broad USD High Yield Corporate Bond ETF (17.9%), Ishares Iboxx $ High Yield Corporate Bond Fund ETF (14.7%), SPDR Bloomberg High Yield Bond ETF (12.6%), Spdr Ser Tr Portfli High Yld (6.0%). Go to all STBJX holdings, STBJX sectors, or STBJX dividends.
STBJX can be compared against other funds. Use STBJX overlap to find shared positions, or STBJX vs another fund for a side-by-side view. STBJX alternatives are available via the screener, along with tax-loss harvesting opportunities.