Sierra Tactical Municipal Fund Quote

STMEX Fund  USD 25.57  0.08  0.31%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Sierra Tactical is trading at 25.57 as of the 26th of February 2025; that is 0.31 percent up since the beginning of the trading day. The fund's open price was 25.49. Sierra Tactical 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 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The investment seeks total return, including tax-free income from the dividends of underlying municipal bond funds, while seeking to limit downside risk. Sierra Tactical is traded on NASDAQ Exchange in the United States. More on Sierra Tactical Municipal

Moving together with Sierra Mutual Fund

  0.78SRSNX Sierra Tactical RiskPairCorr
  0.77SRSJX Sierra Tactical RiskPairCorr
  0.71SRTJX Sierra Tactical RiskPairCorr
  0.8SRTNX Sierra Tactical RiskPairCorr
  0.64SSICX Sierra Strategic IncomePairCorr

Sierra Mutual Fund Highlights

Fund ConcentrationSierra Mutual Funds, Large Value Funds, High Yield Muni Funds, High Yield Muni, Sierra Mutual Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Sierra Tactical Municipal [STMEX] 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 High Yield Muni category and is part of Sierra Mutual Funds family. This fund at this time has accumulated 342.88 M in assets with minimum initial investment of 10 K. Sierra Tactical Municipal is currently producing year-to-date (YTD) return of 0.27% with the current yeild of 0.03%, while the total return for the last 3 years was 1.91%.
Check Sierra Tactical Probability Of Bankruptcy

Instrument Allocation

Top Sierra Tactical Municipal Mutual Fund Constituents

MUBiShares National MuniEtfMuni National Interm
VTEBVanguard Tax Exempt BondEtfMuni National Interm
TITIXTiaa Cref Tax Exempt BondMutual FundMuni National Interm
TFISPDR Nuveen BloombergEtfMuni National Long
STWTXHartford Schroders Tax AwareMutual FundIntermediate Core Bond
SDCSXDeutsche California Tax FreeMutual FundMuni California Long
ROBNXRobinson Tax AdvantagedMutual FundMuni National Long
ORNYXOppenheimer Roc HighMutual FundHigh Yield Muni
More Details

Sierra Tactical Municipal Risk Profiles

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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