Sierra Core Retirement R Profile





Last 1 Month(s)
10 Days Price Trend
Highest PriceSeptember 8, 201522.36
Lowest PricSeptember 30, 201522.19

Sierra Core Market Sensitivity

As returns on market increase, returns on owning Sierra Core are expected to decrease at a much smaller rate. During bear market, Sierra Core is likely to outperform the market.

Sierra Core Risk Profiles

NameSierra Core Retirement R
InstrumentUSA Fund
SectorSierra Trust
IndustryMultisector Bond
Contact Number866 738 4363
Risk-adjusted AdviceStrong Hold Fairly Valued
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange

Key Fundamentals

Sierra Core Agains Markets

 United States NYSE   0.77 % Macroaxis: 0.77 Moved Up  
 United States Russel   0.66 % Macroaxis: 0.664485 Moved Up  
 United States SP 500   0.07 % Macroaxis: 0.07 Moved Up  
 thisGreen SIRRX SIRRX agains markets  0.00 % No Change  
 United States Nasdaq   0.18 % Macroaxis: 0.18 Moved Down  
Compare to Competition   Compare Correlations
David Wright  Money Manager
Fund Manager since December 24, 2007
Mr. Wright JD is managing principal and portfolio manager of the Wright Fund Management LLC. David C. Wright holds degrees in civil engineering and law. After 13 years with major Los Angeles law firms Mr. ...

Sierra Core Diversification Suggestion

Use Sierra Core to protect against small markets fluctuations. The fund experiences normal downward trend, but the immediate impact on correlations cannot be determined at the moment . Check odds of Sierra Core to be traded at $21.99 in 30 days

Sierra Core Daily Price Distribution

The median price of Sierra Core for the period between Mon, Sep 7, 2015 and Wed, Oct 7, 2015 is 22.32 with a coefficient of variation of 0.27. The daily time series for the period is distributed with a sample standard deviation of 0.06, arithmetic mean of 22.29, and mean deviation of 0.05. The Fund did not receive any noticable media coverage during the period.

Sierra Core 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 472.64 M in assets with minimum initial investment of 100 K. Sierra Core Retirement R is currently producing year-to-date (YTD) return of -1.83% with the current yeild of 2.49%, while the total return for the last 3 years was 13.95%.

Fund Instrument Allocation for Sierra Core

The fund invests 10.84% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (59.13%), cash(19.77%) and various exotic instruments.
Benchmark  Embed   Instrument Type 

30 Days Rating

Past Market
Performance (0 to 100)
Chance of

Sierra Core Alerts

Sierra Core generates negative expected return over the last 30 days
The fund yields -2.0% to date and shows negative annual yield of 2.0%
Sierra Core Retirement R maintains about 19.77% of its assets in cash

Sierra Core Research Report

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

Sierra Core Pair Trading Analysis

Correlation analysis and pair trading evaluation for Sierra Core and PIMCO Income. 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
Run Pair Correlation  

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Macroaxis investing idea could easily outperform a given market if properly optimized
Explore Investing Ideas  

Sierra Core 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 406.32 Billion. Sierra Core adds roughly 472.64 Million in net asset claiming only tiny portion of funds under Multisector Bond category.

Sierra Core Fundamentals Correlation

Sierra Core vs Competition

Sierra Core October 7, 2015 Opportunity Range