Sierra Tactical Bond Fund Quote
| STBJX Fund | USD 26.75 0.03 0.11% |
PerformanceOK
| Odds Of DistressLow
|
Sierra Tactical is trading at 26.75 as of the 26th of February 2025; that is 0.11 percent up since the beginning of the trading day. The fund's open price was 26.72. Sierra Tactical has about a 20 % 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests in open-end investment companies and exchange-traded funds that primarily invest in high-yield corporate bonds, also commonly known as junk bonds or long-duration U.S. Treasury securities . Under normal circumstances, the fund invests at least 80 percent of its net assets in underlying bond funds.. More on Sierra Tactical Bond
Moving together with Sierra Mutual Fund
Sierra Mutual Fund Highlights
| Fund Concentration | Sierra Mutual Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Sierra Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | September |
Sierra Tactical Bond [STBJX] is traded in USA and was established 26th of February 2025. Sierra Tactical is listed under Sierra Mutual Funds category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Sierra Mutual Funds family. This fund at this time has accumulated 1.83 B in assets with minimum initial investment of 10 K. Sierra Tactical Bond is currently producing year-to-date (YTD) return of 1.59% with the current yeild of 0.06%, while the total return for the last 3 years was 4.4%.
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 Bond 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.
Top Sierra Tactical Bond Mutual Fund Constituents
| MSYIX | High Yield Portfolio | Mutual Fund | High Yield Bond | |
| TLT | iShares 20 Year | Etf | Long Government | |
| TIHYX | Tiaa Cref High Yield Fund | Mutual Fund | High Yield Bond | |
| SPHIX | Fidelity High Income | Mutual Fund | High Yield Bond | |
| RSIIX | Riverpark Strategic Income | Mutual Fund | High Yield Bond | |
| RIMOX | City National Rochdale | Mutual Fund | High Yield Bond | |
| PHYTX | High Yield Fund | Mutual Fund | High Yield Bond | |
| PHSIX | Pimco High Yield | Mutual Fund | High Yield Bond |
Sierra Tactical Top Holders
| PFTSX | Pfg Tactical Income | Mutual Fund | Allocation--30% to 50% Equity |
Sierra Tactical Bond Risk Profiles
| Mean Deviation | 0.1331 | |||
| Semi Deviation | 0.0917 | |||
| Standard Deviation | 0.1913 | |||
| Variance | 0.0366 |
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.
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