Ocean Park Tactical Core Growth Fund (STEJX)

Overview

The fund is designed for investors looking to diversify their investment portfolio across a broad range of asset classes, both domestically and internationally. With a focus on mutual funds and exchange-traded funds (ETFs), the fund aims to provide exposure to domestic and international equities, including those in emerging markets. Additionally, it incorporates investments in U.S. Treasury securities, ultra-short-term bond funds and ETFs, and money market funds, presenting a blend of growth potential through equities and stability through fixed-income securities.

Products and Services

• Mutual Funds and Exchange-Traded Funds (ETFs) for Equities:

  These funds primarily focus on investing in a diversified portfolio of domestic and international stocks, including those in emerging markets. This strategy aims to provide growth potential by tapping into the performance of businesses worldwide.

• U.S. Treasury Securities:

  The fund invests directly or indirectly (through mutual funds and ETFs) in U.S. Treasury securities. These investments offer a level of safety and are backed by the full faith and credit of the U.S. government, making them an essential component for risk management in the fund’s portfolio.

• Ultra-Short-Term Bond Mutual Funds and ETFs:

  This category includes funds that invest in ultra-short-term bonds. These investments are designed to offer slightly higher yields than money market funds while maintaining a low-risk profile, making them suitable for investors seeking stability and better returns on short-term investments.

• Money Market Funds:

  Money market funds are included in the fund’s investment strategy to provide liquidity and safety of principal. These funds invest in high-quality, short-term debt securities, providing a stable and secure investment option that aims to preserve capital while offering returns in line with short-term interest rates.