DUKHOcean Park High Income ETF
Seeks total return while limiting exposure to downside risk.
By Ocean Park Asset Management ETF · Launched 2024
Annual Cost
1.07%
#5,373 of 5,854 · expensive
Fund Size
$22M
#4,407 of 5,854 · small
Dividend YieldGoal
5.64%
Track Record
2 years
#3,586 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,310+3.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 3 holdings = 100.0% of fund✓ diversified through underlying funds
SPDR Series Trust
45.0%
Invesco Exchange Traded Fund Trust II
29.9%
BBH SWEEP VEHICLE
25.1%
Asset allocation
Bonds
78.0%
Preferred
18.4%
Cash
2.2%
Stocks
1.1%
Other
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.5%Low
Year-on-year price swings
Max drawdown
-21.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
-0.61Below average
Sortino (3Y)
-0.79Moderate downside risk
Bond profile
Duration
6.3 years
Avg maturity
9.8 years
Credit ratings
US Government
9.6%
AAA
0.4%
AA
0.4%
A
4.3%
BBB
8.8%
BB
38.1%
B
35.8%
Below B
5.7%
Other
6.5%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks total return while limiting exposure to downside risk.
- Strategy
- Actively managed ETF that tactically allocates assets between high yield ETFs, Treasury ETFs, and cash equivalents to achieve total return. Invests in non-investment grade corporate and municipal bonds, emerging market bonds, preferred securities, and bank loans, using a proprietary trend following strategy for buy and sell signals.
- Inception date
- July 10, 2024
- Fund family
- Ocean Park Asset Management ETF
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Data updated on 2026-08-04