SRFJX

About SRFJX

Ocean Park Tactical Risk Spectrum 50 Fund Institutional Class is a diversified open‑end mutual fund designed to deliver total return while limiting downside risk through a rules‑based, tactical allocation process. The strategy targets an equity exposure band around the mid‑range of a risk spectrum, dynamically shifting among equities, fixed income, cash equivalents, and alternative strategies based on quantitative signals and market conditions. The fund employs broad building blocks—such as large‑cap U.S. equity index funds, international equity exposures, high yield and senior loan vehicles, and core plus income strategies—supplemented by cash and short‑term instruments to manage volatility and preserve capital when risk indicators deteriorate. Risk metrics and historical data indicate an emphasis on lower beta and reduced downside deviation relative to equity benchmarks since inception in 2021, consistent with its mandate to moderate drawdowns while participating in up markets. Within the multi‑asset allocation category, the fund’s role is to serve as a flexible core or satellite holding that seeks smoother return patterns across cycles by rebalancing and de‑risking as conditions evolve.