STEJX Mutual Fund
STEJX Mutual Fund
Ocean Park Tactical Core Growth Fund Institutional Class
STEJX Mutual Fund Overview
STEJX Mutual Fund (Ocean Park Tactical Core Growth Fund Institutional Class) is managed by Sierra Mutual Funds with $17.3M in net assets. STEJX expense ratio is 1.24%, holding 19 positions across sectors including Financials, Unknown. Inception date: 2023-09-29.
STEJX performance shows a YTD return of 11.00%. The 1-year return is 21.52%. STEJX dividend yield stands at 0.65%, paid monthly.
STEJX 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 STEJX holdings, sector breakdown, or dividend history.
STEJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STEJX alternatives are available via the screener, along with tax-loss harvesting opportunities.