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Ocean Park Tactical Municipal Fund - Class C Shares: (MF: STMHX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 07:07 PM ET

$23.89 USD

+0.02 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.72 72
3 months 1.52 85
6 months 5.13 60
1 Year -1.27 99
3 Year 1.07 99
5 Year 0.30 94
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -1.99
5 Year 0.02
10 Year NA
Since Inception 0.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.31 -3.30 1.85 0.82
2024 0.42 0.66 1.68 -1.86
2023 0.78 -1.58 -2.77 6.96
2022 -2.82 -3.65 0.31 2.33
2021 0.23 2.59 -0.77 0.13

Annual Return

2026202520242023202220212020
% Total Return 1.72-1.990.873.14-3.892.183.23
% Total Return Rel to Index -0.44-6.25-0.06-3.254.630.66-1.96
% Total Return Rel to Peer -0.21-5.23-1.99-2.485.14-0.08-0.64
% Perf Quintile vs Peer* 5.005.000.005.001.003.004.00
% Dividends 0.090.600.490.360.150.300.38
% Yield 0.142.351.842.220.591.071.36
Capital Gains ($) 0.000.000.000.000.000.770.00
Expense Ratio 0.001.991.981.990.000.000.00

* 1 = Top 20%, 5 = Bottom 20%