Ocean Park Tactical All Asset Fund Class A1
SIRZX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
-- - --
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Ocean Park Asset Management, LLC
Manager/Tenure
(Years)
(Years)
Kenneth Lee Sleeper (17), Marshall Quan (3), Ryan A. Harder (2), 1 other
Website
Address
3420 Ocean Park Blvd.
Santa Monica CA - 90405
Santa Monica CA - 90405
Country
United States
Phone Number
310-452-1887
Investment Strategy
The investment seeks to provide total return and to limit exposure to downside risk. The fund is a "fund of funds". The Adviser seeks to achieve the fund’s investment objectives by investing in open-end investment companies (mutual funds) and exchange-traded funds (“ETFs”) using the Adviser’s multi-asset diversification strategy. The Adviser constructs the fund's broadly-diversified investment portfolio by investing at various times in a wide range of underlying funds that invest in various security and investment categories.