STMKX Mutual Fund
STMKX Mutual Fund
STMKX Mutual Fund
Ocean Park Tactical Municipal Fund Class A
STMKX Mutual Fund Overview
STMKX Mutual Fund (Ocean Park Tactical Municipal Fund Class A) is managed by Sierra Mutual Funds with $3.7M in net assets. STMKX expense ratio is 1.81%, holding 12 positions across various sectors. Inception date: 2018-12-27.
STMKX performance shows a YTD return of 0.55%. The 1-year return is 4.94% and the 5-year return is 0.10%. STMKX dividend yield stands at 3.27%, paid monthly.
STMKX 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 STMKX holdings, STMKX sectors, or STMKX dividends.
STMKX can be compared against other funds. Use STMKX overlap to find shared positions, or STMKX vs another fund for a side-by-side view. STMKX alternatives are available via the screener, along with tax-loss harvesting opportunities.