SIRCX

About SIRCX

Ocean Park Tactical All Asset Fund - C Class is an open-end mutual fund in the tactical allocation category that pursues total return while seeking to limit downside risk through a rules-based, multi-asset approach. The strategy operates as a fund of funds, allocating dynamically across underlying mutual funds and ETFs spanning equities, fixed income, senior loans, high yield, and international bonds to adjust risk exposure as market conditions evolve. Its portfolio is typically concentrated in a mix of income-oriented and equity index vehicles, with a notable share in top holdings and elevated turnover reflecting active risk management. The fund emphasizes a systematic, quantitative process to shift among asset classes, aiming to moderate volatility relative to traditional balanced strategies. Classified by Morningstar as Tactical Allocation with a large-blend equity style and medium interest-rate sensitivity, it remains open to investors in the C share class. Fees are comparatively high for its peer group, which is an important structural characteristic noted by independent researchers. This fund’s role in the market is to offer an all-in-one, adaptive allocation solution for investors seeking a diversified, manager-directed exposure across asset classes.