Sierra Tactical is trading at 25.37 as of the 23rd of March 2025; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 25.33. 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 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests in open-end investment companies and exchange-traded funds that primarily invest in tax-exempt municipal bonds , as well as municipal money market funds. Under normal circumstances, the fund invests at least 80 percent of its net assets in funds that primarily invest in municipal bonds or other municipal debt instruments.. More on Sierra Tactical Municipal
Sierra Tactical Municipal [STMKX] is traded in USA and was established 23rd of March 2025. Sierra Tactical is listed under Sierra Trust category by Fama And French industry classification. The fund is listed under High Yield Muni category and is part of Sierra Trust family. This fund at this time has accumulated 179.2 M in assets with no minimum investment requirementsSierra Tactical Municipal is currently producing year-to-date (YTD) return of 0.02% with the current yeild of 0.03%, while the total return for the last 3 years was 1.66%.
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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 Municipal 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 Municipal Mutual Fund Constituents
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.