STBKX Mutual Fund
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 $7.3M in net assets. STBKX expense ratio is 1.86%, holding 21 positions across sectors including Financials. Inception date: 2019-10-01.
STBKX performance shows a YTD return of 0.88%. The 1-year return is 3.67% and the 5-year return is 1.53%. STBKX dividend yield stands at 5.42%, paid monthly.
STBKX 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 STBKX holdings, STBKX sectors, or STBKX dividends.
STBKX can be compared against other funds. Use STBKX overlap to find shared positions, or STBKX vs another fund for a side-by-side view. STBKX alternatives are available via the screener, along with tax-loss harvesting opportunities.