Sierra E Retirement Fund Quote

SIRIX Fund  USD 22.10  0.05  0.23%   

Performance

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Odds Of Distress

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Sierra Core is trading at 22.10 as of the 20th of March 2025; that is 0.23 percent decrease since the beginning of the trading day. The fund's open price was 22.15. Sierra Core has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The Adviser seeks to achieve the funds investment objectives by investing in open-end investment companies , exchange-traded funds , and closed-end investment companies using the Advisers multi-asset diversification strategy. Sierra Tactical is traded on NASDAQ Exchange in the United States.. More on Sierra E Retirement

Sierra Mutual Fund Highlights

Fund ConcentrationTactical Allocation, Sierra Mutual Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Sierra E Retirement [SIRIX] is traded in USA and was established 20th of March 2025. The fund is listed under Tactical Allocation category and is part of Sierra Mutual Funds family. This fund at this time has accumulated 807.51 M in assets with no minimum investment requirementsSierra E Retirement is currently producing year-to-date (YTD) return of 1.21% with the current yeild of 0.03%, while the total return for the last 3 years was 0.77%.
Check Sierra Core Probability Of Bankruptcy

Instrument Allocation

Top Sierra E Retirement Mutual Fund Constituents

CPXIXCohen Steers PrfrdMutual FundPreferred Stock
NVHIXNuveen Short Duration HighMutual FundHigh Yield Muni
PHIZXPrudential Muni HighMutual FundHigh Yield Muni
MUBiShares National MuniEtfMuni National Interm
NHILXNeuberger Berman HighMutual FundHigh Yield Bond
PEBIXEmerging Markets BondMutual FundEmerging Markets Bond
NPSRXNuveen Preferred SecuritiesMutual FundPreferred Stock
FCAVXFranklin California Tax FreeMutual FundMuni California Long
More Details

Sierra E Retirement Risk Profiles

Sierra Core Against Markets

Other Information on Investing in Sierra Mutual Fund

Sierra Core financial ratios help investors to determine whether Sierra Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sierra with respect to the benefits of owning Sierra Core security.
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