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DUKXOcean Park International ETF

Diversifier2y track recordRanked #251 of 266 in this goal

Seeks total return while limiting exposure to downside risk.

By Ocean Park Asset Management ETF · Launched 2024

Annual Cost

1.03%

#5,281 of 5,854 · expensive

Fund Size

$4M

#5,323 of 5,854 · small

Return (1Y)Goal

+20.1%

Track Record

2 years

#3,586 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,090+20.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 5 holdings = 99.4% of funddiversified through underlying funds

BBH SWEEP VEHICLE
88.7%
Ishares Inc
2.8%
Ishares Inc
2.8%
Ishares Inc
2.6%
Ishares Inc
2.5%

Asset allocation

Stocks
97.1%
Cash
2.8%
Other
0.1%

By sector

Technology
24.6%
Financial Services
21.6%
Industrials
12.9%
Basic Materials
7.9%
Consumer Cyclical
7.9%
Healthcare
5.7%
Consumer Defensive
5.0%
Communication
5.0%
Other
9.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.4%Moderate

Year-on-year price swings

Max drawdown
-18.1%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
NASDAQ Global Select Market

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 international equity ETFs and cash equivalents. Invests in both developed and emerging market equities of any market capitalization, employing a proprietary trend-following strategy to generate buy and sell signals for Underlying ETFs.
Inception date
July 10, 2024
Fund family
Ocean Park Asset Management ETF

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Data updated on 2026-08-03