About SIRJX
Ocean Park Tactical All Asset Fund Class I1 is a multi-asset mutual fund designed to deliver total return while actively limiting downside risk. The strategy allocates across a broad universe of underlying vehicles—such as mutual funds and closed‑end funds—spanning equities, fixed income, and alternative segments to adjust exposure as market conditions change. The fund’s stated objectives emphasize long‑term total return alongside volatility management, reflecting a rules‑based, tactical approach that can move defensively when risk rises. It is managed by a team led by experienced portfolio managers who implement disciplined risk controls and diversification to balance growth and capital preservation goals. Benchmarked against a conservative target‑risk index, the fund positions itself within the tactical allocation category, seeking smoother return profiles relative to traditional stock‑heavy portfolios. Key characteristics highlighted in fund materials include a multi‑manager, fund‑of‑funds structure, dynamic asset allocation, and an emphasis on downside deviation as a risk metric, underscoring its role as a core, risk‑aware allocation option for investors prioritizing capital stability alongside participation in broad market opportunities.
Fund Family Ocean Park Asset Management, LLC
Category Tactical Allocation
Performance Rating Low
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol SIRJX
Share Class Class I1 Shares
Index Index is not available on Lipper Database
SIRJX had a total return of 8.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.13%.
