Nasdaq - Delayed Quote USD
Ocean Park Tactical Municipal Instl (STMEX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Schwab Institutional
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Securities America Inc.
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
Fund Summary
The fund invests in open-end investment companies (mutual funds) and exchange-traded funds ("ETFs") that primarily invest in tax-exempt municipal bonds ("underlying municipal bond funds"), as well as municipal money market funds. Under normal circumstances, the fund invests at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in funds that primarily invest in municipal bonds or other municipal debt instruments.
Fund Overview
| Category | High Yield Muni |
| Fund Family | Sierra Mutual Funds |
| Net Assets | 292.35M |
| YTD Return | 3.54% |
| Yield | 2.72% |
| Morningstar Rating | |
| Inception Date | Dec 27, 2018 |
Performance & Risk
| YTD Return | 1.87% |
| 5y Average Return | 2.26% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
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