DUKQOcean Park Domestic ETF

Grow my money#2744 of 2944 for Grow my money

The fund is an actively managed ETF that seeks to achieve its investment objective by tactically allocating the fund’s assets between unaffiliated U.S. equity ETFs (“Underlying ETFs”) and cash equivalents. Under normal market conditions, the advisor expects to invest substantially all of its assets in underlying ETFs.

Ocean Park Asset Management ETF · Since 2024 (1 year)

Annual Cost

0.98%

#4628 out of 5,332 ETFs

Fund Size

$12M

#4449 out of 5,332 ETFs

Dividend Yield

0.77%

Track Record

1 year

#3769 out of 5,332 ETFs

Performance

1 Year

+29.8%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

alternative

Region

north america

Strategy

tactical allocation

Asset allocation

Stocks

99.3%

Cash

0.7%

Top holdings

Schwab US Large-Cap ETF™SCHX47.6%

iShares Core S&P Mid-Cap ETFIJH10.4%

Invesco S&P 500® Equal Weight ETFRSP10.2%

Pacer US Cash Cows 100 ETFCOWZ5.5%

iShares Select Dividend ETFDVY5.4%

Vanguard Mid-Cap Value ETFVOE5.3%

iShares Core S&P Small-Cap ETFIJR5.3%

iShares MSCI USA Momentum Factor ETFMTUM4.7%

Vanguard Small-Cap Value ETFVBR2.6%

Vanguard Small-Cap Growth ETFVBK2.5%

Risk profile

Volatility (1Y)

13.0%

Moderate

Max drawdown

-18.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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