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Benchmark  United States  NYSE  10,592   99.683 Index Moved Down -0.93%  

Collecting data for SIRRX

Sierra Core Retirement R Sierra Core Retirement R




Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
January 28, 2015 
December 30, 2014 

Sierra Market Sensitivity

As returns on market increase, returns on owning Sierra are expected to decrease at a much smaller rate. During bear market, Sierra is likely to outperform the market.
Sierra Core Retirement R Almost negative betaSierra Core Retirement R Beta Legend
NameSierra Core Retirement R
InstrumentUSA Fund
SectorSierra Trust
IndustryMultisector Bond
Contact Number866. 738. 4363
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange
Net Asset599.49 M
Last Dividend Paid0.1

Sierra agains markets

 thisRed SIRRX SIRRX agains markets  0.04 % Macroaxis: 0.04 Moved Down  
 United States Russel   0.06 % Macroaxis: 0.06 Moved Down  
 United States Nasdaq   0.08 % Macroaxis: 0.08 Moved Down  
 United States SP 500   0.53 % Macroaxis: 0.53 Moved Down  
 United States NYSE   0.93 % Macroaxis: 0.93 Moved Down  
Compare to Competition   Compare Correlations
David Wright  Money Manager
Fund Manager since December 24, 2007
David C. Wright holds degrees in civil engineering and law. After 13 years with major Los Angeles law firms Mr. Wright transitioned into investment analysis in the mid1980s and served several years as Director of Technic...

Sierra Diversification Suggestion

Use Sierra to protect against small markets fluctuations. The fund experiences normal downward trend and little activity. Check odds of Sierra to be traded at $23.31 in 30 days

Sierra Price and Market Media

The median price of Sierra for the period between Wed, Dec 31, 2014 and Fri, Jan 30, 2015 is 23.36 with a coefficient of variation of 0.66. The daily time series for the period is distributed with a sample standard deviation of 0.15, arithmetic mean of 23.34, and mean deviation of 0.13. The Fund did not receive any noticable media coverage during the period.
Sierra Value
Benchmark  Embed   Timeline 

Sierra Summary

Sierra Core Retirement R [SIRRX] is traded in USA and was established in December 24, 2007. The fund is listed under Multisector Bond category and is part of Sierra Trust family. This fund at this time has accumulated 599.49 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of 5.46% with the current yeild of 2.42%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra

The fund invests 10.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (63.25%), cash(18.74%) and various exotic instruments.
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Sierra Alerts

The fund maintains about 18.74% of its assets in cash

Sierra Research Report

Get Sierra research report. Reports are available in pdf format and contain fundamental information about the equity. Click Generate Sierra report to view

Sierra Pair Trading Analysis

Correlation analysis and pair trading evaluation for Sierra and PIMCO Income A. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Macroaxis investing theme could easily outperform a given market if properly optimized

Sierra Asset Under Management

Sierra Core Retirement R is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Multisector Bond category is currently estimated at about 358.06 Billion. Sierra adds roughly 599.49 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Fundamentals Correlation

Price to Book vs One Year Return
Net Asset vs Bond Positions Weight
Price to Book vs Holdings Turnover

Sierra vs Competition

Sierra vs. PIMCO Income A
Sierra vs. PIMCO Income Instl
Sierra vs. PIMCO Income P
Sierra vs. PIMCO Income C
Sierra vs. PIMCO Income D
Sierra vs. PIMCO Income Adm
Sierra vs. PIMCO Income R
Sierra vs. Loomis Sayles Bond N
Sierra vs. Loomis Sayles Bond Retail
Sierra vs. Loomis Sayles Bond Instl

Sierra January 30, 2015 Opportunity Range

Information Ratio1.95
Maximum Drawdown0.4305
Value At Risk(0.04)



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