Ocean Park Tactical Core Growth Fund Investor Shares (STENX)

Overview

The fund mentioned is a diverse investment vehicle that focuses on a broad spectrum of assets to optimize returns for its investors. By investing in both mutual funds and ETFs that concentrate on domestic and international equities, including emerging markets, the fund aims to achieve growth through exposure to global stock markets. Additionally, the fund diversifies its investment portfolio by incorporating U.S. Treasury securities, either directly or through other funds and ETFs, as well as engaging in ultra-short-term bond mutual funds and ETFs, and money market funds. This diversified approach allows the fund to balance risk and return, making it an attractive option for investors looking for exposure to a wide range of asset classes.

Products and Services

• Domestic and International Equities Mutual Funds and ETFs

  This product category includes mutual funds and ETFs that specialize in investing in a combination of U.S. and non-U.S. stock markets. These investments aim to provide investors with growth opportunities by tapping into the potential of both established and emerging markets worldwide.

• U.S. Treasury Securities

  The fund invests in U.S. Treasury securities, either directly or indirectly through mutual funds and ETFs. Known collectively as “Treasuries,” these investments offer a safer, lower-risk option compared to stocks, as they are backed by the full faith and credit of the U.S. government.

• Ultra-Short-Term Bond Mutual Funds and ETFs

  This category includes mutual funds and ETFs that invest in ultra-short-term bonds. These funds are designed to offer investors slightly higher returns than money market funds, with relatively low risk. They can be an attractive option for those seeking short-term investment horizons or as a part of a broader diversification strategy.

• Money Market Funds

  Money market funds are included in the fund's portfolio as a way to provide stability and liquidity. These funds invest in high-quality, short-term debt securities and offer investors a safe place to park cash while still earning returns.