DUKZ
Ocean Park Diversified Income ETF
📎 Investment Objective
The Ocean Park Diversified Income ETF (DUKZ) seeks to provide a high level of current income while also preserving capital.
Overview
ETF tracking Ocean Park Diversified Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Ocean Park Diversified Income ETF (DUKZ) seeks to provide a high level of current income while also preserving capital.
🎯 Investment Strategy
The ETF invests in a diversified portfolio of income-generating assets, including bonds, preferred stocks, real estate investment trusts (REITs), and other securities that offer attractive yields. The fund's managers aim to construct a portfolio that provides a steady stream of income with lower volatility compared to the broader market.
✨ Key Features
- Diversified income-focused portfolio across multiple asset classes
- Emphasis on preserving capital and generating consistent yield
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Interest rate risk: The fund's income-generating assets may be sensitive to changes in interest rates
- Credit risk: The fund is exposed to the creditworthiness of the issuers of the securities it holds
- Liquidity risk: Some of the fund's investments may be less liquid, which could impact the fund's ability to sell positions at favorable prices
- Concentration risk: The fund's focus on income-generating assets may result in higher concentration in certain sectors or industries
👤 Best For
The Ocean Park Diversified Income ETF may be suitable for investors seeking a steady stream of income with lower volatility than the broader market. It could be a useful component of a diversified portfolio, particularly for those in or nearing retirement who require a reliable source of income. However, investors should be aware of the fund's limited performance history and the risks associated with its income-focused strategy.