STEJX Mutual Fund

STEJX Mutual Fund (Ocean Park Tactical Core Growth Fund Institutional Class) is managed by Sierra Mutual Funds with $17.8M in net assets. STEJX expense ratio is 1.24%, holding 19 positions across sectors including Financials, Industrials. Inception date: 2023-09-29.

STEJX performance shows a YTD return of 7.64%. The 1-year return is 10.97%. STEJX dividend yield stands at 0.67%, paid monthly.

STEJX top holdings include SPDR Portfolio Large Cap ETF (29.6%), Ishares International Select D (idv) (6.8%), VANGUARD INDEX FDS MCAP VL IDXVIP (5.9%), Vanguard Value ETF (4.9%), Avantis US S/C (4.4%). Go to all STEJX holdings, STEJX sectors, or STEJX dividends.

STEJX can be compared against other funds. Use STEJX overlap to find shared positions, or STEJX vs another fund for a side-by-side view. STEJX alternatives are available via the screener, along with tax-loss harvesting opportunities.