STENX Mutual Fund

STENX Mutual Fund (Ocean Park Tactical Core Growth Fund Investor Class) is managed by Sierra Mutual Funds with $83,343.5 in net assets. STENX expense ratio is 1.64%, holding 19 positions across sectors including Financials, Industrials. Inception date: 2023-09-27.

STENX performance shows a YTD return of 7.29%. The 1-year return is 10.48%. STENX dividend yield stands at 0.45%, paid monthly.

STENX 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 STENX holdings, STENX sectors, or STENX dividends.

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