STMKX Mutual Fund
STMKX Mutual Fund
Ocean Park Tactical Municipal Fund Class A
STMKX Mutual Fund Overview
STMKX Mutual Fund (Ocean Park Tactical Municipal Fund Class A) is managed by Sierra Mutual Funds with $3.7M in net assets. STMKX expense ratio is 1.81%, holding 12 positions across sectors including Unknown, Other. Inception date: 2018-12-27.
STMKX performance shows a YTD return of 2.45%. The 1-year return is 5.70% and the 5-year return is 0.64%. STMKX dividend yield stands at 3.24%, paid monthly.
STMKX top holdings include Allspring Municipal Bond Fund (23.2%), Lhx Us 04/02/26 P345 (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 STMKX holdings, sector breakdown, or dividend history.
STMKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. STMKX alternatives are available via the screener, along with tax-loss harvesting opportunities.