Sierra Tactical Risk Fund Quote
| SRFNX Fund | USD 23.98 0.08 0.33% |
PerformanceWeak
| Odds Of DistressLow
|
Sierra Tactical is trading at 23.98 as of the 21st of March 2025; that is 0.33 percent up since the beginning of the trading day. The fund's open price was 23.9. Sierra Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund is a fund of funds. The Adviser seeks to achieve the funds investment objective by investing in a combination of unaffiliated mutual funds and exchange traded funds , . Under normal market conditions, the funds target exposure over a three-year period to equity securities, of any market capitalization, through the underlying funds will average between 30-50 percent of the funds assets.. More on Sierra Tactical Risk
Moving together with Sierra Mutual Fund
Sierra Mutual Fund Highlights
| Fund Concentration | Sierra Mutual Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Sierra Mutual Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Sierra Tactical Risk [SRFNX] is traded in USA and was established 21st of March 2025. Sierra Tactical is listed under Sierra Mutual Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Sierra Mutual Funds family. Sierra Tactical Risk at this time has accumulated 373.37 M in assets with no minimum investment requirements with the current yeild of 0.02%.
Check Sierra Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sierra Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sierra Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sierra Tactical Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Sierra Tactical Risk Risk Profiles
| Mean Deviation | 0.3733 | |||
| Standard Deviation | 0.5033 | |||
| Variance | 0.2533 | |||
| Risk Adjusted Performance | (0.06) |
Sierra Tactical Against Markets
Other Information on Investing in Sierra Mutual Fund
Sierra Tactical 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 Tactical security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |