About SRFQX
Ocean Park Tactical Risk Spectrum 50 Fund is an open-end mutual fund designed to deliver long-term total return while actively seeking to limit volatility and downside risk. The strategy is a rules-based, tactical “fund of funds,” allocating across equities, fixed income, and cash, with a target average equity exposure of roughly 30% to 50% over a rolling three-year period. According to the adviser, the portfolio employs trend-following, diversified asset-class selection, and a trailing stop discipline that can shift exposures and, when warranted, move defensively, including to high-quality bonds or cash. The fund’s approach emphasizes disciplined risk management and team-based oversight. It invests globally, incorporating domestic and international equities, investment-grade and high yield bonds, and other income-oriented assets to balance growth and capital preservation objectives. Launched in 2021, it is positioned within a family of tactical strategies calibrated to different risk levels, serving investors who prioritize a managed risk profile within a balanced, dynamically allocated core holding.
Fund Family Ocean Park Asset Management, LLC
Performance Rating Low
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SRFQX
SRFQX had a total return of 8.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.48%.
