Allocation / Performance Reports
Rules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending August 31, 2024
Sep 13, 2024
Monthly Breakdown
Asset Allocations
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.
Resources
Investment Objective and Strategy
The Ocean Park Municipal Bond Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk.
The Strategy offers exposure to municipal bonds of any credit quality and maturity. The Strategy will tactically allocate between municipal bond funds and cash equivalents and/or short term bond funds. The Strategy may also invest in state-specific municipal bond funds.
The Strategy seeks to participate opportunistically in municipal bond market uptrends. Cash equivalents and/or short-term bond funds are held in the absence of uptrends in municipal bonds. The Strategy may hold affiliated funds.