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%
#5,063 of 5,854 · expensive
Fund Size
$14M
#4,714 of 5,854 · small
Return (1Y)Goal
+17.9%
Track Record
2 years
#3,586 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,866+18.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 99.7% of fund✓ diversified 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
99.3%
Cash
0.7%
By sector
Technology
33.5%
Industrials
10.9%
Healthcare
9.9%
Consumer Cyclical
9.9%
Financial Services
9.8%
Communication
7.0%
Consumer Defensive
4.9%
Energy
4.2%
Other
9.9%
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
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at DUKQ. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04