STMHX Mutual Fund

STMHX Mutual Fund (Ocean Park Tactical Municipal Fund Class C) is managed by Sierra Mutual Funds with $1.4M in net assets. STMHX expense ratio is 2.56%, holding 23 positions across sectors including Financials. Inception date: 2019-09-10.

STMHX performance shows a YTD return of -0.27%. The 1-year return is 3.07% and the 5-year return is -0.60%. STMHX dividend yield stands at 2.43%, paid monthly.

STMHX top holdings include Nuveen High Yield Municipal Bond Fund - Class I (22.6%), Allsp-Mun Bd-Ins (20.8%), PIMCO HI YLD MUNI BND-I (20.1%), Af-H/I Mun-F3 (18.4%), Ric-T/E Hi Y-S (9.0%). Go to all STMHX holdings, STMHX sectors, or STMHX dividends.

STMHX can be compared against other funds. Use STMHX overlap to find shared positions, or STMHX vs another fund for a side-by-side view. STMHX alternatives are available via the screener, along with tax-loss harvesting opportunities.