DUKQOcean Park Domestic ETF
Seeks total return while limiting exposure to downside risk.
By Ocean Park Asset Management ETF · Launched 2024
Annual Cost
0.98%
#5,220 of 6,040 · expensive
Fund Size
$13M
#4,813 of 6,040 · small
Return (1Y)
+15.4%
Track Record
2 years
#3,600 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,554+15.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 99.7% of funddiversified through underlying funds
Schwab Strategic Trust
47.6%
iShares Trust
10.4%
Invesco Exchange-Traded Fund Trust
10.2%
Pacer Funds Trust
5.5%
iShares Trust
5.4%
Vanguard Index Funds
5.3%
iShares Trust
5.3%
iShares Trust
4.7%
Vanguard Index Funds
2.6%
Vanguard Index Funds
2.5%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Technology
32.8%
Industrials
10.5%
Healthcare
10.4%
Financial Services
10.1%
Consumer Cyclical
10.0%
Communication
6.8%
Energy
5.2%
Consumer Defensive
4.8%
Other
9.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.5%Moderate
Year-on-year price swings
Max drawdown
-18.4%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return while limiting exposure to downside risk.
- Strategy
- Actively manages a fund of funds approach, tactically allocating assets between U.S. equity ETFs and cash equivalents. Employs a proprietary trend-following strategy to generate buy and sell signals for Underlying ETFs, aiming to limit drawdowns while pursuing total return.
- Inception date
- July 10, 2024
- Fund family
- Ocean Park Asset Management ETF
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Data updated on 2026-09-18