STMEX Mutual Fund

STMEX Mutual Fund (Ocean Park Tactical Municipal Fund Institutional Class) is managed by Sierra Mutual Funds with $117.7M in net assets. STMEX expense ratio is 1.63%, holding 23 positions across sectors including Financials. Inception date: 2018-12-27.

STMEX performance shows a YTD return of -1.18%. The 1-year return is -0.16% and the 5-year return is 0.34%. STMEX dividend yield stands at 3.54%, paid monthly.

STMEX top holdings include Blackrock Liquidity Municash Instl (99.2%), First American Government Obligations Fund (0.2%), Blackrock National Municipal Fund (0.1%), Nt-Int T/E (0.0%), Blackrock Strat Muni Opp (0.0%). Go to all STMEX holdings, STMEX sectors, or STMEX dividends.

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