Ocean Park Tactical Risk Spectrum 70 Fund Institutional Class (SRSJX)
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Ocean Park Tactical Risk Spectrum 70 Fund Institutional Class Profile
| NASDAQ Exchange | United States Country |
Overview
The Sierra Tactical Risk Spectrum 70 Fund, commonly referred to as the fund, operates as a "fund of funds" investment strategy. This approach entails the fund advisor employing a diversified investment strategy that revolves around allocating assets into a blend of unaffiliated mutual funds and exchange-traded funds (ETFs). The primary goal of the fund is to achieve its investment objectives by strategically selecting underlying funds that offer exposure to equity securities across various market capitalizations. The fund aims to maintain a target exposure range to equity securities, through these underlying funds, of between 50% to 70% of its total assets under normal market conditions. This target exposure is evaluated over a standard three-year period, allowing the fund to adjust its investment allocations based on market fluctuation and investment opportunities.
Products and Services
- Unaffiliated Mutual Funds
The Sierra Tactical Risk Spectrum 70 Fund invests a portion of its assets in unaffiliated mutual funds. These mutual funds are carefully selected to align with the fund's investment objective, seeking to provide diversified exposure to equity securities. The choice of unaffiliated mutual funds allows the fund to benefit from a wide range of investment strategies and management skills, contributing to the overall risk management and potential return enhancement of the fund's portfolio.
- Exchange Traded Funds (ETFs)
Another key component of the fund’s investment strategy involves allocating assets to exchange-traded funds (ETFs). Similar to the selection of unaffiliated mutual funds, the ETFs chosen for investment are intended to complement the fund's goal of achieving its investment objective while maintaining the target exposure level to equity securities. ETFs offer the advantages of liquidity, cost efficiency, and flexibility, making them an essential element in the fund’s approach to diversified, tactical asset allocation.
