Nasdaq - Delayed Quote USD
Ocean Park Tactical Municipal Special (STMYX)
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
- Protected Investors of America
- Comerica Bank
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- DATALynx
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Mony Securities Corp
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- WFA MF Advisory Updated 8.7.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Sterne, Agee & Leach, Inc.,
- ING Financial Ptnrs PAM and PRIME Approv
- Firstrade
- Scottrade TF
- Fidelity Advisor 401(k) I Shares
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- Trade PMR Transaction Fee
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 4.3.24
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard TF
- Morgan Stanley Portfolio Management
- Smith Barney Portfolio Manager
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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 | 3.67% |
| Yield | 2.79% |
| Morningstar Rating | |
| Inception Date | Dec 27, 2018 |
Performance & Risk
| YTD Return | 1.98% |
| 5y Average Return | 2.36% |
| Rank in Category (ytd) | 97 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.59 |
| Morningstar Risk Rating |
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