STMEX Mutual Fund
STMEX Mutual Fund
Ocean Park Tactical Municipal Fund Institutional Class
STMEX Mutual Fund Overview
STMEX Mutual Fund (Ocean Park Tactical Municipal Fund Institutional Class) is managed by Sierra Mutual Funds with $127.5M in net assets. STMEX expense ratio is 1.63%, holding 12 positions across sectors including Unknown, Other. Inception date: 2018-12-27.
STMEX performance shows a YTD return of 2.58%. The 1-year return is 5.91% and the 5-year return is 0.85%. STMEX dividend yield stands at 3.51%, paid monthly.
STMEX top holdings include Allspring Municipal Bond Fund (23.2%), Nuveen High Yield Municipal Bond Fund (18.6%), Pimco High Yield Municipal Bond Fund (14.1%), Nuveen Short Duration High Yield Municipal Bond Fund (11.8%), Pimco Municipal Bond Fund (7.3%). View all STMEX holdings, sector breakdown, or dividend history.
STMEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STMEX alternatives are available via the screener, along with tax-loss harvesting opportunities.