STMHX Mutual Fund
STMHX Mutual Fund
STMHX Mutual Fund
Ocean Park Tactical Municipal Fund Class C
STMHX Mutual Fund Overview
STMHX Mutual Fund (Ocean Park Tactical Municipal Fund Class C) is managed by Sierra Mutual Funds with $1.6M in net assets. STMHX expense ratio is 2.56%, holding 12 positions across various sectors. Inception date: 2019-09-10.
STMHX performance shows a YTD return of 0.12%. The 1-year return is 4.13% and the 5-year return is -0.65%. STMHX dividend yield stands at 2.55%, paid monthly.
STMHX top holdings include Allspring Municipal Bond Fund (23.2%), Nuveen High Yield Municipal Bond Fund (18.6%), Pimco High Yield Municipal Bond Fund (14.1%), Nuveen Short Duration High Yield Municipal Bond Fund (11.8%), Pimco Municipal Bond Fund (7.3%). 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.